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 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 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 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
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
53New |
$1.19K - $1.22K
|
53
$1.26K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
71.5KNew |
$1.6M - $1.64M
|
71.5K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
69.2KNew |
$1.55M - $1.59M
|
69.2K
$1.64M
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
52.7KNew |
$1.18M - $1.21M
|
52.7K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
23.6KNew |
$529K - $542K
|
23.6K
$560K
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
10.6KNew |
$238K - $244K
|
10.6K
$253K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
88New |
$1.97K - $2.02K
|
88
$2.09K
|
|
| Q1 2023 | |||||||
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
12.6K+ 536.18% |
$281K - $295K
|
15K
$355K
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
12.3K+ 1.77% |
$274K - $288K
|
705K
$16.7M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
10.6KNew |
$236K - $248K
|
10.6K
$252K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
5.34K+ 12.28% |
$119K - $125K
|
48.8K
$1.16M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.34KNew |
$52.1K - $54.7K
|
2.34K
$55.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
192+ 0.93% |
$4.28K - $4.49K
|
20.8K
$494K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
225KNew |
$4.89M - $5.18M
|
225K
$5.35M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
36.3KNew |
$789K - $835K
|
36.3K
$862K
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
10.9KNew |
$236K - $250K
|
10.9K
$258K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
5.95KNew |
$129K - $137K
|
5.95K
$141K
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
1.01K+ 9.43% |
$21.9K - $23.2K
|
11.7K
$278K
|
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
502+ 0.17% |
$10.9K - $11.5K
|
289K
$6.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
319+ 0.68% |
$6.93K - $7.34K
|
47.1K
$1.12M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
238New |
$5.17K - $5.47K
|
238
$5.65K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
30KNew |
$651K - $719K
|
30K
$712K
|
|