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 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-424- 2.06% |
$9.87K - $10.1K
|
20.2K
$477K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-680- 26.26% |
$15.8K - $16.3K
|
1.91K
$45.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-777- 7.94% |
$18.1K - $18.6K
|
9K
$213K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-792- 6.38% |
$18.4K - $19K
|
11.6K
$275K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-947- 4.71% |
$22.1K - $22.7K
|
19.2K
$453K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.02K- 10.59% |
$23.7K - $24.3K
|
8.59K
$203K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.28K- 8.31% |
$29.9K - $30.7K
|
14.2K
$335K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.52K- 30.07% |
$35.3K - $36.3K
|
3.52K
$83.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-1.66K- 2.67% |
$38.6K - $39.7K
|
60.4K
$1.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.82K- 12.19% |
$42.4K - $43.6K
|
13.1K
$310K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-1.92K- 13.66% |
$44.6K - $45.8K
|
12.1K
$286K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2K- 6.54% |
$46.6K - $47.9K
|
28.6K
$676K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.19K- 3.16% |
$51.1K - $52.5K
|
67.1K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.84K- 2.53% |
$66.1K - $68K
|
109K
$2.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.98K- 3.71% |
$69.4K - $71.3K
|
77.2K
$1.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.19K- 7.25% |
$74.2K - $76.2K
|
40.7K
$964K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.19K- 5.49% |
$74.3K - $76.4K
|
54.9K
$1.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-4.4K- 12.26% |
$102K - $105K
|
31.5K
$745K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-4.52K- 16.67% |
$105K - $108K
|
22.6K
$534K
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-4.75K- 30.16% |
$111K - $114K
|
11K
$260K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-4.88K- 1.09% |
$114K - $117K
|
445K
$10.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.53K- 2.84% |
$129K - $132K
|
189K
$4.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6.56K- 19.68% |
$153K - $157K
|
26.8K
$634K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.66K- 99.91% |
$225K - $231K
|
9
$213
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-10.3K- 10.01% |
$241K - $248K
|
93K
$2.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-12.5K- 14.9% |
$290K - $298K
|
71.2K
$1.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.7K- 1.69% |
$296K - $304K
|
739K
$17.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-14.3K- 7.76% |
$333K - $342K
|
170K
$4.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-18.4K- 23.73% |
$429K - $441K
|
59.3K
$1.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-19.3K- 71.64% |
$449K - $461K
|
7.63K
$181K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-20.7K- 0.63% |
$481K - $495K
|
3.24M
$76.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-29.3K- 25.85% |
$683K - $702K
|
84.1K
$1.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-31.5K- 74.55% |
$734K - $754K
|
10.8K
$254K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-35.9K- 44.25% |
$836K - $859K
|
45.2K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-172K- 77.57% |
$4.01M - $4.12M
|
49.8K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-208K- 72.64% |
$4.85M - $4.99M
|
78.5K
$1.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-502K- 41.8% |
$11.7M - $12M
|
699K
$16.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-574K- 90.5% |
$13.4M - $13.7M
|
60.3K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-740K- 43.14% |
$17.2M - $17.7M
|
975K
$23.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-4.14M- 30.65% |
$96.4M - $99M
|
9.36M
$221M
|