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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
3.55K+ 5.95% |
$81.8K - $85.4K
|
63.2K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
3.25K+ 5.45% |
$74.9K - $78.2K
|
62.9K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.25K+ 1.68% |
$74.8K - $78.1K
|
196K
$4.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.15K+ 14.14% |
$72.6K - $75.8K
|
25.4K
$604K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.08K+ 2.49% |
$71K - $74.2K
|
127K
$3.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
2.86K+ 2.4% |
$65.8K - $68.7K
|
122K
$2.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.65K+ 4.93% |
$61K - $63.7K
|
56.3K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2.57K+ 8.59% |
$59.3K - $61.9K
|
32.5K
$772K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.47K+ 25.95% |
$56.9K - $59.4K
|
12K
$285K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
2.4K+ 2.1% |
$55.2K - $57.7K
|
117K
$2.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.11K+ 40.46% |
$48.7K - $50.8K
|
7.33K
$174K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.97K+ 19.03% |
$45.4K - $47.4K
|
12.3K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.82K+ 61.84% |
$41.9K - $43.7K
|
4.76K
$113K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
1.69K+ 3.76% |
$39K - $40.7K
|
46.7K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.53KNew |
$35.2K - $36.8K
|
1.53K
$36.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
1.5KNew |
$34.6K - $36.1K
|
1.5K
$35.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.49KNew |
$34.4K - $35.9K
|
1.49K
$35.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.45K+ 0.49% |
$33.4K - $34.8K
|
298K
$7.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.28K+ 9.06% |
$29.5K - $30.8K
|
15.4K
$366K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.16K+ 4.1% |
$26.8K - $28K
|
29.5K
$701K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.06KNew |
$24.5K - $25.6K
|
1.06K
$25.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.05K+ 0.13% |
$24.3K - $25.4K
|
794K
$18.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.05K+ 4.06% |
$24.2K - $25.3K
|
26.9K
$639K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.04K+ 83.43% |
$24K - $25.1K
|
2.29K
$54.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.01K+ 4.92% |
$23.3K - $24.3K
|
21.6K
$512K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
954+ 2.27% |
$22K - $23K
|
43K
$1.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
736+ 766.67% |
$17K - $17.7K
|
832
$19.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
735+ 3.81% |
$16.9K - $17.7K
|
20K
$475K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
704+ 2.79% |
$16.2K - $16.9K
|
25.9K
$616K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
660New |
$15.2K - $15.9K
|
660
$15.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
638New |
$14.7K - $15.4K
|
638
$15.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
593+ 4.28% |
$13.7K - $14.3K
|
14.4K
$343K
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
567+ 4.24% |
$13.1K - $13.6K
|
13.9K
$331K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
455New |
$10.5K - $10.9K
|
455
$10.8K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
445+ 3.71% |
$10.3K - $10.7K
|
12.4K
$295K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
362+ 5.58% |
$8.34K - $8.71K
|
6.85K
$163K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
351+ 1.53% |
$8.09K - $8.45K
|
23.3K
$553K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
328+ 2.86% |
$7.56K - $7.89K
|
11.8K
$280K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
325+ 0.64% |
$7.49K - $7.82K
|
50.8K
$1.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
320New |
$7.37K - $7.7K
|
320
$7.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
310+ 29.41% |
$7.14K - $7.46K
|
1.36K
$32.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
295+ 0.21% |
$6.8K - $7.1K
|
144K
$3.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
264New |
$6.08K - $6.35K
|
264
$6.27K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
250New |
$5.76K - $6.02K
|
250
$5.94K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
242New |
$5.58K - $5.82K
|
242
$5.75K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
233+ 0.5% |
$5.37K - $5.61K
|
46.8K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
224New |
$5.16K - $5.39K
|
224
$5.32K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
213New |
$4.91K - $5.12K
|
213
$5.06K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
179New |
$4.12K - $4.31K
|
179
$4.25K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
171New |
$3.94K - $4.11K
|
171
$4.06K
|