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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-245- 21.78% |
$5.35K - $5.76K
|
880
$20.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-281- 0.52% |
$6.14K - $6.61K
|
54.2K
$1.27M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-305- 4.34% |
$6.66K - $7.17K
|
6.73K
$158K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-493- 4.67% |
$10.8K - $11.6K
|
10.1K
$236K
|
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-525- 5.31% |
$11.5K - $12.3K
|
9.36K
$219K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-630- 0.67% |
$13.8K - $14.8K
|
92.9K
$2.18M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-780- 14.91% |
$17K - $18.3K
|
4.45K
$104K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-814- 1.1% |
$17.8K - $19.1K
|
73.5K
$1.72M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-827- 16.34% |
$18.1K - $19.5K
|
4.24K
$99.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.15K- 2.41% |
$25.1K - $27K
|
46.5K
$1.09M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.32K- 4.65% |
$28.8K - $31K
|
27K
$634K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.35K- 6.14% |
$29.4K - $31.6K
|
20.6K
$482K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.65K- 6.08% |
$36K - $38.8K
|
25.5K
$598K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.07K- 17.17% |
$45.3K - $48.8K
|
10K
$234K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.26K- 1.04% |
$49.2K - $53K
|
214K
$5.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-2.43K- 20.09% |
$53K - $57.1K
|
9.66K
$226K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-2.44K- 0.58% |
$53.4K - $57.5K
|
422K
$9.88M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.35K- 19.35% |
$73.2K - $78.8K
|
14K
$327K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.73K- 1.2% |
$81.6K - $87.8K
|
307K
$7.2M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-5K- 5.88% |
$109K - $118K
|
80K
$1.87M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.42K- 9.89% |
$118K - $127K
|
49.4K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.42K- 4.23% |
$140K - $151K
|
145K
$3.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.5K- 26.96% |
$142K - $153K
|
17.6K
$413K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-7.9K- 24.5% |
$173K - $186K
|
24.3K
$570K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-10.5K- 36.13% |
$228K - $246K
|
18.5K
$433K
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-10.5K- 50.15% |
$230K - $248K
|
10.5K
$245K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.7K- 71.05% |
$234K - $252K
|
4.36K
$102K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-13.8K- 1.79% |
$301K - $324K
|
755K
$17.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.9K- 5.12% |
$303K - $326K
|
257K
$6.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-14.5K- 26.31% |
$317K - $342K
|
40.7K
$953K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-14.6K- 26.73% |
$319K - $343K
|
40K
$937K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-19.3K- 7.04% |
$421K - $453K
|
254K
$5.96M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-20.3K- 3.95% |
$442K - $476K
|
493K
$11.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-36.3K- 6.46% |
$792K - $853K
|
524K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-41.9K- 6.3% |
$915K - $985K
|
623K
$14.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-42.1K- 9.24% |
$920K - $991K
|
414K
$9.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-47.5K- 29.84% |
$1.04M - $1.12M
|
112K
$2.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-48K- 42.73% |
$1.05M - $1.13M
|
64.3K
$1.51M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-48.9K- 7.05% |
$1.07M - $1.15M
|
644K
$15.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-52K- 39.24% |
$1.13M - $1.22M
|
80.5K
$1.89M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-54.4K- 31.63% |
$1.19M - $1.28M
|
118K
$2.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-72.8K- 9.13% |
$1.59M - $1.71M
|
725K
$17M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-77.1K- 99.79% |
$1.68M - $1.81M
|
162
$3.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
SELL
|
- |
-103K- 63.07% |
$2.25M - $2.42M
|
60.2K
$1.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-154K- 99.88% |
$3.36M - $3.62M
|
192
$4.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-214K- 1.94% |
$4.68M - $5.04M
|
10.8M
$254M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-297K- 55.59% |
$6.48M - $6.98M
|
237K
$5.56M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-758K- 21.82% |
$16.6M - $17.8M
|
2.72M
$63.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.03M- 93.87% |
$22.4M - $24.1M
|
66.9K
$1.57M
|
|
|
Feb 02, 2024
Q4 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-2.09M- 42.76% |
$45.7M - $49.2M
|
2.8M
$65.6M
|