Latest Institutional Transactions on Spdr Ser Tr Spdr Portfolio Hig (SPHY)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Spdr Portfolio Hig (SPHY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
26+ 0.23% |
$599 - $626
|
11.4K
$272K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
24.6KNew |
$567K - $592K
|
24.6K
$586K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
33.4KNew |
$768K - $802K
|
33.4K
$794K
|
|
|
Nov 06, 2024
Q3 2024
|
Sam Advisors, LLC
|
BUY
|
- |
584KNew |
$13.4M - $14M
|
584K
$13.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
6.68K+ 6.66% |
$154K - $161K
|
107K
$2.55M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
105K+ 6.4% |
$2.41M - $2.52M
|
1.74M
$41.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
26KNew |
$598K - $625K
|
26K
$618K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
8.39K+ 29.64% |
$193K - $202K
|
36.7K
$873K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
20.6KNew |
$475K - $496K
|
20.6K
$490K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-372Closed |
$8.57K - $8.95K
|
0
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9+ 0.41% |
$207 - $217
|
2.21K
$52.7K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
23.4K+ 5.48% |
$539K - $562K
|
450K
$10.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-462- 0.17% |
$10.6K - $11.1K
|
278K
$6.61M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.5M- 24.13% |
$34.6M - $36.1M
|
4.72M
$112M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-3.69K- 2.81% |
$84.9K - $88.7K
|
128K
$3.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.85K+ 123.74% |
$227K - $237K
|
17.8K
$424K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.97K+ 19.03% |
$45.4K - $47.4K
|
12.3K
$294K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-4.83K- 16.85% |
$111K - $116K
|
23.8K
$567K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
320New |
$7.37K - $7.7K
|
320
$7.62K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20.4K+ 33.51% |
$469K - $490K
|
81.2K
$1.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
351+ 1.53% |
$8.09K - $8.45K
|
23.3K
$554K
|
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
78.8K+ 27.73% |
$1.82M - $1.9M
|
363K
$8.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
66.4K+ 10.49% |
$1.53M - $1.6M
|
699K
$16.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.01K+ 4.92% |
$23.3K - $24.3K
|
21.6K
$513K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-4- 0.11% |
$92.2 - $96.2
|
3.81K
$90.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
242New |
$5.58K - $5.82K
|
242
$5.76K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.05K+ 0.13% |
$24.3K - $25.4K
|
794K
$18.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.67K- 3.18% |
$38.4K - $40.1K
|
50.7K
$1.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
179New |
$4.12K - $4.31K
|
179
$4.26K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
19K+ 25.44% |
$437K - $457K
|
93.6K
$2.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-240- 2.44% |
$5.53K - $5.77K
|
9.61K
$229K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
310+ 29.41% |
$7.14K - $7.46K
|
1.36K
$32.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
6.34K+ 13.36% |
$146K - $153K
|
53.8K
$1.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-541- 4.76% |
$12.5K - $13K
|
10.8K
$258K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.38K+ 35.29% |
$170K - $178K
|
28.3K
$673K
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
17.8KNew |
$409K - $428K
|
17.8K
$423K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
15.3KNew |
$352K - $367K
|
15.3K
$363K
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
12.7K+ 31.34% |
$292K - $305K
|
53.2K
$1.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
362+ 5.58% |
$8.34K - $8.71K
|
6.85K
$163K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
15.7KNew |
$362K - $378K
|
15.7K
$374K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
328+ 2.86% |
$7.56K - $7.89K
|
11.8K
$281K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.71K- 1.41% |
$224K - $234K
|
680K
$16.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
994K+ 25.76% |
$22.9M - $23.9M
|
4.85M
$116M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-400- 3.12% |
$9.22K - $9.62K
|
12.4K
$295K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
233+ 0.5% |
$5.37K - $5.61K
|
46.8K
$1.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
1.69K+ 3.76% |
$39K - $40.7K
|
46.7K
$1.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
283K+ 979.44% |
$6.52M - $6.81M
|
312K
$7.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.49KNew |
$34.4K - $35.9K
|
1.49K
$35.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
159K+ 58.39% |
$3.66M - $3.82M
|
431K
$10.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
59New |
$1.36K - $1.42K
|
59
$1.4K
|