Purchases and Sales Made in Q4 2024 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 2024. 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 13, 2025
Q4 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
28.1MNew |
$654M - $672M
|
28.1M
$667M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.94M+ 337.87% |
$68.4M - $70.3M
|
3.81M
$90.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.48M+ 24.98% |
$34.5M - $35.5M
|
7.41M
$176M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
925K+ 186.37% |
$21.5M - $22.1M
|
1.42M
$33.7M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
900K+ 19.08% |
$21M - $21.5M
|
5.62M
$133M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
875K+ 4374.91% |
$20.4M - $20.9M
|
895K
$21.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
846K+ 162.64% |
$19.7M - $20.2M
|
1.37M
$32.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
768K+ 5.12% |
$17.9M - $18.4M
|
15.8M
$374M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
698K+ 15.92% |
$16.3M - $16.7M
|
5.08M
$121M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
608K+ 13.56% |
$14.2M - $14.5M
|
5.09M
$121M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
559KNew |
$13M - $13.4M
|
559K
$13.3M
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
550KNew |
$12.8M - $13.2M
|
550K
$13.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
536KNew |
$12.5M - $12.8M
|
536K
$12.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
535K+ 168.94% |
$12.5M - $12.8M
|
851K
$20.2M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
500K+ 149.18% |
$11.6M - $12M
|
836K
$19.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
497K+ 28.52% |
$11.6M - $11.9M
|
2.24M
$53.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
470K+ 4102.77% |
$10.9M - $11.2M
|
481K
$11.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
466KNew |
$10.9M - $11.2M
|
466K
$11.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
446KNew |
$10.4M - $10.7M
|
446K
$10.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
446KNew |
$10.4M - $10.7M
|
446K
$10.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
441K+ 22.35% |
$10.3M - $10.5M
|
2.41M
$57.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
418K+ 5.07% |
$9.73M - $10M
|
8.66M
$206M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
374K+ 318.86% |
$8.7M - $8.94M
|
491K
$11.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
365KNew |
$8.51M - $8.74M
|
365K
$8.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
360K+ 57.19% |
$8.39M - $8.62M
|
990K
$23.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
356K+ 5.7% |
$8.28M - $8.51M
|
6.6M
$157M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
355K+ 683.56% |
$8.28M - $8.5M
|
407K
$9.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
300K+ 26.09% |
$6.98M - $7.17M
|
1.45M
$34.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
273K+ 63.29% |
$6.36M - $6.53M
|
704K
$16.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
258K+ 46.35% |
$6M - $6.16M
|
813K
$19.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
248K+ 18.47% |
$5.78M - $5.94M
|
1.59M
$37.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
218KNew |
$5.09M - $5.23M
|
218K
$5.18M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
210K+ 1688.02% |
$4.89M - $5.03M
|
223K
$5.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
201K+ 12.31% |
$4.68M - $4.81M
|
1.83M
$43.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
196K+ 60.73% |
$4.56M - $4.68M
|
518K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
194KNew |
$4.52M - $4.65M
|
194K
$4.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
177K+ 14.02% |
$4.12M - $4.24M
|
1.44M
$34.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
168K+ 705.69% |
$3.91M - $4.02M
|
192K
$4.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
166K+ 82.13% |
$3.86M - $3.96M
|
367K
$8.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
162K+ 21.09% |
$3.77M - $3.88M
|
930K
$22.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
153KNew |
$3.57M - $3.67M
|
153K
$3.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
145K+ 66.83% |
$3.37M - $3.47M
|
362K
$8.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
131K+ 2.71% |
$3.06M - $3.14M
|
4.98M
$118M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
127KNew |
$2.97M - $3.05M
|
127K
$3.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
124K+ 6.65% |
$2.88M - $2.96M
|
1.99M
$47.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
118K+ 154.86% |
$2.75M - $2.82M
|
194K
$4.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
116K+ 13.72% |
$2.7M - $2.78M
|
961K
$22.8M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
113KNew |
$2.64M - $2.72M
|
113K
$2.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
111KNew |
$2.59M - $2.67M
|
111K
$2.64M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
109KNew |
$2.55M - $2.62M
|
109K
$2.6M
|