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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
595+ 4.71% |
$15.5K - $15.9K
|
13.2K
$315K
|
|
|
Jan 18, 2022
Q4 2021
|
Systelligence, LLC
|
BUY
|
- |
556+ 0.12% |
$14.5K - $14.9K
|
451K
$10.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
539+ 2.61% |
$14.1K - $14.4K
|
21.2K
$504K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
408New |
$10.6K - $10.9K
|
408
$9.71K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
389New |
$10.2K - $10.4K
|
389
$9.26K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
340New |
$8.87K - $9.1K
|
340
$8.09K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
235+ 1.08% |
$6.13K - $6.29K
|
22.1K
$526K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
150+ 4.76% |
$3.92K - $4.01K
|
3.3K
$78.5K
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
106New |
$2.77K - $2.84K
|
106
$2.52K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
29+ 1.67% |
$757 - $776
|
1.77K
$42.1K
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
15+ 0.19% |
$392 - $401
|
7.75K
$184K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.68% |
$52.2 - $53.5
|
297
$7.07K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
SELL
|
- |
-43- 0.27% |
$1.12K - $1.15K
|
15.7K
$374K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-48- 17.2% |
$1.25K - $1.28K
|
231
$5.5K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-225- 1.41% |
$5.87K - $6.02K
|
15.8K
$376K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-393- 34.0% |
$10.3K - $10.5K
|
763
$18.2K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-630Closed |
$16.4K - $16.9K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-675- 7.09% |
$17.6K - $18.1K
|
8.84K
$210K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-766- 5.98% |
$20K - $20.5K
|
12K
$286K
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-847- 7.32% |
$22.1K - $22.7K
|
10.7K
$255K
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-848- 2.85% |
$22.1K - $22.7K
|
28.9K
$688K
|
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.2K- 4.58% |
$31.2K - $32K
|
24.9K
$592K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.47K- 7.5% |
$38.2K - $39.2K
|
18.1K
$430K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4KClosed |
$104K - $107K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
State Street Corp
Boston, MA |
SELL
|
- |
-4K- 3.96% |
$104K - $107K
|
97K
$2.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.47K- 54.35% |
$117K - $119K
|
3.75K
$89.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-7.15KClosed |
$187K - $191K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-7.53K- 40.98% |
$196K - $201K
|
10.8K
$258K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.63KClosed |
$199K - $204K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-7.91KClosed |
$206K - $212K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-15.8K- 7.04% |
$411K - $421K
|
208K
$4.95M
|
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
SELL
|
- |
-19.3K- 40.04% |
$503K - $516K
|
28.9K
$687K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-68.7K- 85.25% |
$1.79M - $1.84M
|
11.9K
$283K
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-154KClosed |
$4.02M - $4.12M
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
SELL
|
- |
-188KClosed |
$4.91M - $5.04M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-192K- 10.57% |
$5.02M - $5.14M
|
1.63M
$38.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-449KClosed |
$11.7M - $12M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-628KClosed |
$16.4M - $16.8M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-720K- 93.99% |
$18.8M - $19.2M
|
46K
$1.09M
|