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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.17K+ 13.02% |
$27.3K - $28.1K
|
10.2K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.06K+ 6.68% |
$24.7K - $25.3K
|
16.9K
$401K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.03K+ 0.15% |
$24K - $24.6K
|
675K
$16M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1K+ 21.03% |
$23.3K - $23.9K
|
5.76K
$137K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
943+ 7.54% |
$22K - $22.6K
|
13.4K
$319K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
919+ 77.62% |
$21.4K - $22K
|
2.1K
$49.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
907+ 7.92% |
$21.1K - $21.7K
|
12.4K
$293K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
800New |
$18.6K - $19.1K
|
800
$19K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
781+ 1.05% |
$18.2K - $18.7K
|
74.9K
$1.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
767New |
$17.9K - $18.4K
|
767
$18.2K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
636+ 7.51% |
$14.8K - $15.2K
|
9.1K
$216K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
634+ 1.35% |
$14.8K - $15.2K
|
47.4K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
600New |
$14K - $14.4K
|
600
$14.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
531+ 0.45% |
$12.4K - $12.7K
|
118K
$2.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
510New |
$11.9K - $12.2K
|
510
$12.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
500New |
$11.6K - $12K
|
500
$11.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
495New |
$11.5K - $11.8K
|
495
$11.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
483New |
$11.2K - $11.6K
|
483
$11.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
476+ 3.86% |
$11.1K - $11.4K
|
12.8K
$304K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
458+ 1.03% |
$10.7K - $11K
|
45K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
457+ 0.41% |
$10.6K - $10.9K
|
112K
$2.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
450New |
$10.5K - $10.8K
|
450
$10.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
447+ 18.24% |
$10.4K - $10.7K
|
2.9K
$68.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
415+ 2.87% |
$9.67K - $9.93K
|
14.9K
$353K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
415+ 3.46% |
$9.67K - $9.93K
|
12.4K
$295K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
387+ 3.28% |
$9.01K - $9.26K
|
12.2K
$289K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
344+ 1.93% |
$8.01K - $8.23K
|
18.1K
$431K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
342New |
$7.97K - $8.18K
|
342
$8.12K
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
333+ 2.33% |
$7.76K - $7.97K
|
14.6K
$347K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
316+ 3.23% |
$7.36K - $7.56K
|
10.1K
$240K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
310+ 2.4% |
$7.22K - $7.42K
|
13.2K
$314K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
289+ 2.74% |
$6.73K - $6.92K
|
10.8K
$257K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
272+ 2.65% |
$6.33K - $6.51K
|
10.5K
$250K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
264+ 2.15% |
$6.15K - $6.32K
|
12.6K
$298K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
264New |
$6.15K - $6.32K
|
264
$6.27K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
252+ 1.55% |
$5.87K - $6.03K
|
16.5K
$392K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
227+ 8.77% |
$5.29K - $5.43K
|
2.82K
$66.8K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
211New |
$4.91K - $5.05K
|
211
$5.01K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
184+ 124.32% |
$4.29K - $4.4K
|
332
$7.88K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
144New |
$3.35K - $3.45K
|
144
$3.42K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
134+ 1.05% |
$3.12K - $3.21K
|
12.9K
$305K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
125+ 7.41% |
$2.91K - $2.99K
|
1.81K
$43K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
108+ 84.38% |
$2.52K - $2.58K
|
236
$5.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
99+ 0.11% |
$2.31K - $2.37K
|
88.7K
$2.11M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
97+ 1.38% |
$2.26K - $2.32K
|
7.11K
$169K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
92+ 0.62% |
$2.14K - $2.2K
|
14.8K
$352K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
74New |
$1.72K - $1.77K
|
74
$1.76K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
67New |
$1.56K - $1.6K
|
67
$1.59K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
62+ 0.36% |
$1.44K - $1.48K
|
17.2K
$408K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
59New |
$1.37K - $1.41K
|
59
$1.4K
|