Purchases and Sales Made in Q4 2023 in Spdr Ser Tr Spdr Portfolio Hig (SPHY)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Hig (SPHY) during Q4 2023. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR PORTFOLIO HIG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
87.4KNew |
$1.91M - $2.06M
|
87.4K
$2.05M
|
|
|
Jan 19, 2024
Q4 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
81KNew |
$1.77M - $1.91M
|
81K
$1.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
79.3KNew |
$1.73M - $1.86M
|
79.3K
$1.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
77.4KNew |
$1.69M - $1.82M
|
77.4K
$1.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
77.1K+ 125.09% |
$1.68M - $1.81M
|
139K
$3.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
74.4K+ 2.72% |
$1.62M - $1.75M
|
2.81M
$65.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
71.2KNew |
$1.56M - $1.68M
|
71.2K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
60.6K+ 269.75% |
$1.32M - $1.43M
|
83.1K
$1.95M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
59.2KNew |
$1.29M - $1.39M
|
59.2K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
59.2KNew |
$1.29M - $1.39M
|
59.2K
$1.39M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
59KNew |
$1.29M - $1.39M
|
59K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
58.6K+ 117.12% |
$1.28M - $1.38M
|
109K
$2.54M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
57.4KNew |
$1.25M - $1.35M
|
57.4K
$1.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
55.9KNew |
$1.22M - $1.31M
|
55.9K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
49.6KNew |
$1.08M - $1.17M
|
49.6K
$1.16M
|
|
|
Jan 25, 2024
Q4 2023
|
Brown Financial Advisory
|
BUY
|
- |
46.5KNew |
$1.02M - $1.09M
|
46.5K
$1.09M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
46.2K+ 69.97% |
$1.01M - $1.09M
|
112K
$2.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
43.7K+ 246.96% |
$955K - $1.03M
|
61.5K
$1.44M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
41.8K+ 2.44% |
$912K - $982K
|
1.76M
$41.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
40KNew |
$874K - $941K
|
40K
$938K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
38.5K+ 5.78% |
$841K - $906K
|
705K
$16.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
36.3KNew |
$792K - $853K
|
36.3K
$850K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
35.9K+ 46.61% |
$785K - $845K
|
113K
$2.65M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
35.2KNew |
$770K - $829K
|
35.2K
$826K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
34.7K+ 6.35% |
$758K - $816K
|
581K
$13.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
32.8KNew |
$716K - $771K
|
32.8K
$768K
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
32.1KNew |
$702K - $756K
|
32.1K
$753K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
30KNew |
$655K - $706K
|
30K
$703K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
30KNew |
$654K - $705K
|
30K
$702K
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
28.9KNew |
$631K - $679K
|
28.9K
$677K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
27.1K+ 22.23% |
$592K - $638K
|
149K
$3.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
25KNew |
$545K - $587K
|
25K
$585K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
24.7KNew |
$539K - $580K
|
24.7K
$578K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.8K+ 143.32% |
$520K - $560K
|
40.4K
$946K
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
22.8K+ 113.99% |
$498K - $536K
|
42.8K
$1M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
22.3KNew |
$488K - $525K
|
22.3K
$523K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
21.6KNew |
$473K - $509K
|
21.6K
$507K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.4KNew |
$402K - $433K
|
18.4K
$432K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
18K+ 13.53% |
$393K - $423K
|
151K
$3.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
17.3K+ 87.83% |
$378K - $407K
|
37K
$867K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
17.1K+ 7.61% |
$375K - $403K
|
243K
$5.68M
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
16.6KNew |
$362K - $390K
|
16.6K
$388K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
16.2KNew |
$354K - $381K
|
16.2K
$380K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
15.8K+ 101.71% |
$344K - $371K
|
31.3K
$733K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
15.8KNew |
$344K - $370K
|
15.8K
$369K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
15.2KNew |
$332K - $358K
|
15.2K
$356K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
15KNew |
$327K - $353K
|
15K
$351K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
14.9KNew |
$325K - $350K
|
14.9K
$349K
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
14.8K+ 13.98% |
$322K - $347K
|
120K
$2.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
14.7K+ 80.39% |
$321K - $346K
|
33K
$773K
|