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 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
660New |
$15.2K - $15.9K
|
660
$15.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
638New |
$14.7K - $15.4K
|
638
$14.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
362+ 5.58% |
$8.34K - $8.71K
|
6.85K
$160K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
320New |
$7.37K - $7.7K
|
320
$7.49K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
310+ 29.41% |
$7.14K - $7.46K
|
1.36K
$31.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
250New |
$5.76K - $6.02K
|
250
$5.85K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
242New |
$5.58K - $5.82K
|
242
$5.67K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
213New |
$4.91K - $5.12K
|
213
$4.99K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
179New |
$4.12K - $4.31K
|
179
$4.19K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
171New |
$3.94K - $4.11K
|
171
$4K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
132New |
$3.04K - $3.18K
|
132
$3.09K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
59New |
$1.36K - $1.42K
|
59
$1.38K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
55.3KNew |
$1.26M - $1.29M
|
55.3K
$1.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
23.6KNew |
$539K - $551K
|
23.6K
$553K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.8KNew |
$246K - $252K
|
10.8K
$253K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.3KNew |
$235K - $240K
|
10.3K
$241K
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
BUY
|
- |
10.2KNew |
$232K - $237K
|
10.2K
$238K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
8.74KNew |
$199K - $204K
|
8.74K
$205K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5KNew |
$114K - $117K
|
5K
$117K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.77KNew |
$109K - $111K
|
4.77K
$112K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.49K+ 0.56% |
$79.6K - $81.4K
|
631K
$14.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.21KNew |
$27.7K - $28.3K
|
1.21K
$28.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
398New |
$9.08K - $9.28K
|
398
$9.32K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
273+ 1.03% |
$6.23K - $6.37K
|
26.8K
$628K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
256+ 400.0% |
$5.84K - $5.97K
|
320
$7.49K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
126+ 114.55% |
$2.88K - $2.94K
|
236
$5.52K
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
125+ 1.3% |
$2.85K - $2.92K
|
9.75K
$228K
|
|
|
Jul 22, 2024
Q2 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
12New |
$274 - $280
|
12
$281
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
10New |
$228 - $233
|
10
$234
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4+ 2.06% |
$91.3 - $93.3
|
198
$4.64K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.42MNew |
$32.9M - $33.4M
|
1.42M
$33.3M
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
71KNew |
$1.64M - $1.67M
|
71K
$1.66M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
19.9K+ 73.98% |
$461K - $469K
|
46.9K
$1.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
16.4KNew |
$378K - $385K
|
16.4K
$383K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14K+ 2.68% |
$325K - $330K
|
539K
$12.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
13.5KNew |
$313K - $318K
|
13.5K
$317K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
12.3KNew |
$285K - $289K
|
12.3K
$288K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.66KNew |
$223K - $227K
|
9.66K
$226K
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
8.77K+ 83.78% |
$203K - $206K
|
19.2K
$450K
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
8.15K+ 7.31% |
$189K - $192K
|
120K
$2.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.64K+ 5.87% |
$154K - $156K
|
120K
$2.8M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.38KNew |
$55K - $55.9K
|
2.38K
$55.7K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
547New |
$12.7K - $12.9K
|
547
$12.8K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
517New |
$12K - $12.2K
|
517
$12.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
450New |
$10.4K - $10.6K
|
450
$10.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
362New |
$8.38K - $8.51K
|
362
$8.47K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
220New |
$5.09K - $5.17K
|
220
$5.15K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
213+ 92.21% |
$4.93K - $5.01K
|
444
$10.4K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
182New |
$4.21K - $4.28K
|
182
$4.26K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
28New |
$648 - $659
|
28
$655
|
|