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 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2K- 6.54% |
$46.6K - $47.9K
|
28.6K
$678K
|
|
|
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
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.5K- 64.18% |
$58.2K - $59.8K
|
1.4K
$33.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.77K- 6.0% |
$64.4K - $66.2K
|
43.3K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.84K- 2.53% |
$66.1K - $68K
|
109K
$2.59M
|
|
|
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
$967K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.19K- 5.49% |
$74.3K - $76.4K
|
54.9K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.55K- 19.31% |
$82.6K - $84.9K
|
14.8K
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
Battery Global Advisors, LLC
Boston, MA |
SELL
|
- |
-3.85K- 42.26% |
$89.6K - $92K
|
5.25K
$125K
|
|
|
Feb 14, 2025
Q4 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-3.96K- 1.89% |
$92.1K - $94.6K
|
205K
$4.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-4.4K- 12.26% |
$102K - $105K
|
31.5K
$747K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-4.52K- 16.67% |
$105K - $108K
|
22.6K
$536K
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-4.75K- 30.16% |
$111K - $114K
|
11K
$261K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-4.88K- 1.09% |
$114K - $117K
|
445K
$10.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.17K- 1.95% |
$120K - $124K
|
260K
$6.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.53K- 2.84% |
$129K - $132K
|
189K
$4.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6.56K- 19.68% |
$153K - $157K
|
26.8K
$636K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.66K- 99.91% |
$225K - $231K
|
9
$214
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.73K- 0.65% |
$227K - $233K
|
1.48M
$35.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-9.99K- 18.85% |
$233K - $239K
|
43K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-10.3K- 10.01% |
$241K - $248K
|
93K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-10.4K- 33.73% |
$242K - $249K
|
20.5K
$486K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-12.5K- 14.9% |
$290K - $298K
|
71.2K
$1.69M
|
|
|
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
$4.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-16.3K- 1.76% |
$379K - $389K
|
909K
$21.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-18.4K- 23.73% |
$429K - $441K
|
59.3K
$1.41M
|
|
|
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
$77M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-26.3K- 65.82% |
$613K - $630K
|
13.7K
$324K
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-26.5K- 49.77% |
$616K - $633K
|
26.7K
$634K
|
|
|
Jan 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-29.3K- 25.85% |
$683K - $702K
|
84.1K
$2M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-31.5K- 74.55% |
$734K - $754K
|
10.8K
$255K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-35.9K- 44.25% |
$836K - $859K
|
45.2K
$1.07M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-50.5K- 9.93% |
$1.18M - $1.21M
|
458K
$10.9M
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-53.9K- 52.54% |
$1.26M - $1.29M
|
48.7K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-92.6K- 35.98% |
$2.16M - $2.22M
|
165K
$3.91M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-108K- 3.21% |
$2.53M - $2.6M
|
3.27M
$77.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-130K- 16.33% |
$3.02M - $3.1M
|
664K
$15.8M
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-209K- 82.85% |
$4.87M - $5.01M
|
43.3K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-502K- 41.8% |
$11.7M - $12M
|
699K
$16.6M
|
|
|
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
$222M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-4.15M- 94.76% |
$96.7M - $99.4M
|
230K
$5.45M
|