Latest Institutional Purchases of Spdr Ser Tr Spdr Portfolio Hig (SPHY)
This list provides information on the latest institutional transactions involving Spdr Ser Tr Spdr Portfolio Hig (SPHY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.62K+ 4.73% |
$37.6K - $38.6K
|
35.7K
$848K
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.19K+ 10.18% |
$27.7K - $28.5K
|
12.9K
$306K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.17K+ 13.02% |
$27.3K - $28.1K
|
10.2K
$242K
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
943+ 7.54% |
$22K - $22.6K
|
13.4K
$319K
|
|
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 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
636+ 7.51% |
$14.8K - $15.2K
|
9.1K
$216K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
531+ 0.45% |
$12.4K - $12.7K
|
118K
$2.8M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
447+ 18.24% |
$10.4K - $10.7K
|
2.9K
$68.8K
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
415+ 3.46% |
$9.67K - $9.93K
|
12.4K
$295K
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
344+ 1.93% |
$8.01K - $8.23K
|
18.1K
$431K
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
333+ 2.33% |
$7.76K - $7.97K
|
14.6K
$347K
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
264New |
$6.15K - $6.32K
|
264
$6.27K
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
264+ 2.15% |
$6.15K - $6.32K
|
12.6K
$298K
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
211New |
$4.91K - $5.05K
|
211
$5.01K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
99+ 0.11% |
$2.31K - $2.37K
|
88.7K
$2.11M
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
74New |
$1.72K - $1.77K
|
74
$1.76K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
62+ 0.36% |
$1.44K - $1.48K
|
17.2K
$408K
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
2.65M+ 24.47% |
$61.1M - $63.8M
|
13.5M
$320M
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
2.36M+ 65.97% |
$54.3M - $56.7M
|
5.93M
$141M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.85M+ 23616.25% |
$42.7M - $44.6M
|
1.86M
$44.2M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.54M+ 702.21% |
$35.6M - $37.2M
|
1.76M
$41.9M
|
|
Nov 13, 2024
Q3 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.44MNew |
$33.1M - $34.6M
|
1.44M
$34.1M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
994K+ 25.76% |
$22.9M - $23.9M
|
4.85M
$115M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
909K+ 26.16% |
$20.9M - $21.9M
|
4.38M
$104M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
796K+ 1083.0% |
$18.3M - $19.2M
|
870K
$20.6M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
699K+ 18.47% |
$16.1M - $16.8M
|
4.48M
$106M
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
690K+ 292.62% |
$15.9M - $16.6M
|
926K
$22M
|
|
Nov 06, 2024
Q3 2024
|
Sam Advisors, LLC
|
BUY
|
- |
584KNew |
$13.4M - $14M
|
584K
$13.9M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
451K+ 7.79% |
$10.4M - $10.9M
|
6.24M
$148M
|
|
Nov 13, 2024
Q3 2024
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
400K+ 10.58% |
$9.22M - $9.62M
|
4.18M
$99.2M
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
392K+ 2.69% |
$9.04M - $9.44M
|
15M
$356M
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
322KNew |
$7.42M - $7.75M
|
322K
$7.65M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
306KNew |
$7.05M - $7.36M
|
306K
$7.26M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
283K+ 979.44% |
$6.52M - $6.81M
|
312K
$7.4M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
278K+ 20.51% |
$6.4M - $6.69M
|
1.63M
$38.8M
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
252KNew |
$5.8M - $6.05M
|
252K
$5.97M
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
249K+ 170.28% |
$5.73M - $5.98M
|
395K
$9.37M
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
212K+ 21.37% |
$4.87M - $5.09M
|
1.2M
$28.5M
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
198K+ 767.61% |
$4.57M - $4.77M
|
224K
$5.33M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
184KNew |
$4.24M - $4.42M
|
184K
$4.37M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
159K+ 58.39% |
$3.66M - $3.82M
|
431K
$10.2M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
154K+ 25.66% |
$3.54M - $3.69M
|
752K
$17.8M
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
146KNew |
$3.35M - $3.5M
|
146K
$3.46M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
127K+ 9.27% |
$2.92M - $3.05M
|
1.49M
$35.5M
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
120K+ 144.03% |
$2.77M - $2.89M
|
204K
$4.84M
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
111KNew |
$2.57M - $2.68M
|
111K
$2.65M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
111K+ 75.46% |
$2.55M - $2.66M
|
257K
$6.11M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
105K+ 6.4% |
$2.41M - $2.52M
|
1.74M
$41.3M
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
103KNew |
$2.38M - $2.49M
|
103K
$2.45M
|