Purchases and Sales Made in Q4 2021 in Spdr Ser Tr Spdr Portfolio Hig (SPHY)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Hig (SPHY) during Q4 2021. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR PORTFOLIO HIG.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 12, 2022
Q4 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
430KNew |
$11.2M - $11.5M
|
430K
$10.2M
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
290K+ 1958.83% |
$7.58M - $7.77M
|
305K
$7.25M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
205K+ 67.11% |
$5.34M - $5.47M
|
509K
$12.1M
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
174KNew |
$4.53M - $4.65M
|
174K
$4.12M
|
|
Jul 18, 2022
Q4 2021
|
Retirement Guys Formula LLC
|
BUY
|
- |
129KNew |
$3.38M - $3.46M
|
129K
$3.07M
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
126K+ 243.5% |
$3.3M - $3.38M
|
178K
$4.23M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
101KNew |
$2.64M - $2.7M
|
101K
$2.4M
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
88.8KNew |
$2.32M - $2.38M
|
88.8K
$2.11M
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
70.2KNew |
$1.83M - $1.88M
|
70.2K
$1.67M
|
|
Feb 07, 2022
Q4 2021
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
62.2KNew |
$1.62M - $1.67M
|
62.2K
$1.48M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
60.6K+ 40.97% |
$1.58M - $1.62M
|
208K
$4.95M
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
BUY
|
- |
57.5KNew |
$1.5M - $1.54M
|
57.5K
$1.36M
|
|
Feb 16, 2022
Q4 2021
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
57.4KNew |
$1.5M - $1.53M
|
57.4K
$1.36M
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
57.2K+ 14.76% |
$1.49M - $1.53M
|
444K
$10.5M
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
51.8K+ 51.86% |
$1.35M - $1.39M
|
152K
$3.6M
|
|
Feb 16, 2022
Q4 2021
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
48.6KNew |
$1.27M - $1.3M
|
48.6K
$1.15M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
43.5KNew |
$1.14M - $1.16M
|
43.5K
$1.03M
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
28.4K+ 6.26% |
$741K - $759K
|
482K
$11.4M
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
17.8KNew |
$465K - $477K
|
17.8K
$423K
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
15.9K+ 25.8% |
$415K - $426K
|
77.6K
$1.84M
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
14.9K+ 20.83% |
$388K - $398K
|
86.2K
$2.05M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.6K+ 7.66% |
$303K - $310K
|
163K
$3.87M
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.1K+ 95.06% |
$264K - $271K
|
20.8K
$493K
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
9.68KNew |
$253K - $259K
|
9.68K
$230K
|
|
Oct 31, 2022
Q4 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
8.02K+ 64.43% |
$209K - $214K
|
20.5K
$486K
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.85KNew |
$205K - $210K
|
7.85K
$186K
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
6.71KNew |
$175K - $179K
|
6.71K
$159K
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
6.18K+ 158.38% |
$161K - $165K
|
10.1K
$239K
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.79K+ 1.69% |
$125K - $128K
|
288K
$6.83M
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.5KNew |
$117K - $120K
|
4.5K
$107K
|
|
Feb 02, 2022
Q4 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
4.29K+ 8.45% |
$112K - $115K
|
55K
$1.31M
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
3.24K+ 4.0% |
$84.6K - $86.7K
|
84.3K
$2M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
3KNew |
$78.3K - $80.2K
|
3K
$71.2K
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.91K+ 9.72% |
$75.9K - $77.8K
|
32.8K
$779K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.67K+ 64.61% |
$69.6K - $71.3K
|
6.8K
$161K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.64K+ 14.8% |
$69K - $70.7K
|
20.5K
$487K
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.46K+ 59.13% |
$64.1K - $65.7K
|
6.61K
$157K
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
BUY
|
- |
2.36KNew |
$61.6K - $63.2K
|
2.36K
$56.1K
|
|
Feb 11, 2022
Q4 2021
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
2.06K+ 0.86% |
$53.8K - $55.2K
|
243K
$5.77M
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
1.69K+ 18.89% |
$44.2K - $45.3K
|
10.7K
$253K
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.42K+ 4.61% |
$37K - $37.9K
|
32.2K
$763K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.34K+ 13.24% |
$34.9K - $35.8K
|
11.4K
$272K
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.22K+ 5.03% |
$31.9K - $32.7K
|
25.5K
$606K
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.13KNew |
$29.4K - $30.1K
|
1.13K
$26.7K
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
858+ 8.43% |
$22.4K - $23K
|
11K
$262K
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
799New |
$20.9K - $21.4K
|
799
$19K
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
782+ 3.99% |
$20.4K - $20.9K
|
20.4K
$484K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
759New |
$19.8K - $20.3K
|
759
$18K
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
739+ 0.55% |
$19.3K - $19.8K
|
135K
$3.2M
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
637+ 2.07% |
$16.6K - $17K
|
31.3K
$744K
|