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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.66KNew |
$223K - $227K
|
9.66K
$229K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
9.18KNew |
$212K - $216K
|
9.18K
$218K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.11KNew |
$211K - $214K
|
9.11K
$216K
|
|
|
May 15, 2024
Q1 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
9.1KNew |
$211K - $214K
|
9.1K
$216K
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
8.77K+ 83.78% |
$203K - $206K
|
19.2K
$457K
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
8.15K+ 7.31% |
$189K - $192K
|
120K
$2.84M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.64K+ 5.87% |
$154K - $156K
|
120K
$2.84M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.38KNew |
$55K - $55.9K
|
2.38K
$56.5K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
547New |
$12.7K - $12.9K
|
547
$13K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
517New |
$12K - $12.2K
|
517
$12.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
450New |
$10.4K - $10.6K
|
450
$10.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
362New |
$8.38K - $8.51K
|
362
$8.59K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
220New |
$5.09K - $5.17K
|
220
$5.22K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
213+ 92.21% |
$4.93K - $5.01K
|
444
$10.5K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
28New |
$648 - $659
|
28
$665
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
400KNew |
$8.74M - $9.41M
|
400K
$9.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
390KNew |
$8.51M - $9.17M
|
390K
$9.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
30KNew |
$655K - $706K
|
30K
$712K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
24.7KNew |
$539K - $580K
|
24.7K
$586K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
18K+ 13.53% |
$393K - $423K
|
151K
$3.59M
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
9.47KNew |
$207K - $223K
|
9.47K
$225K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9.23KNew |
$202K - $217K
|
9.23K
$219K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
8.8KNew |
$192K - $207K
|
8.8K
$209K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
8.73KNew |
$191K - $205K
|
8.73K
$207K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.26KNew |
$137K - $147K
|
6.26K
$149K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.77K+ 13.18% |
$82.3K - $88.6K
|
32.4K
$768K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.22KNew |
$26.7K - $28.8K
|
1.22K
$29K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
965New |
$21.1K - $22.7K
|
965
$22.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
459+ 4.25% |
$10K - $10.8K
|
11.3K
$267K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
284New |
$6.2K - $6.68K
|
284
$6.74K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
255New |
$5.57K - $6K
|
255
$6.05K
|
|
|
Feb 07, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
243+ 2.6% |
$5.31K - $5.72K
|
9.61K
$228K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
174New |
$3.8K - $4.09K
|
174
$4.13K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
50New |
$1.09K - $1.18K
|
50
$1.19K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
21New |
$459 - $494
|
21
$499
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 1.28% |
$87.4 - $94.1
|
316
$7.5K
|
|
| Q3 2023 | |||||||
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
181KNew |
$4.06M - $4.18M
|
181K
$4.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
162KNew |
$3.63M - $3.74M
|
162K
$3.86M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
119KNew |
$2.67M - $2.74M
|
119K
$2.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
81.2KNew |
$1.82M - $1.87M
|
81.2K
$1.93M
|
|
|
Nov 15, 2023
Q3 2023
|
Employees Retirement System Of Texas
|
BUY
|
- |
50KNew |
$1.12M - $1.15M
|
50K
$1.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
30KNew |
$671K - $691K
|
30K
$712K
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
20KNew |
$447K - $460K
|
20K
$475K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
13.5KNew |
$302K - $311K
|
13.5K
$321K
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
13.3KNew |
$298K - $306K
|
13.3K
$316K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
11.2KNew |
$251K - $258K
|
11.2K
$266K
|
|
|
Nov 14, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
9.83KNew |
$220K - $226K
|
9.83K
$233K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
1.04K+ 5.25% |
$23.2K - $23.8K
|
20.8K
$493K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
457+ 4.3% |
$10.2K - $10.5K
|
11.1K
$263K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
128+ 26.61% |
$2.86K - $2.95K
|
609
$14.5K
|
|