Purchases and Sales Made in Q4 2022 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 2022. 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 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
111New |
$2.41K - $2.55K
|
111
$2.64K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
96+ 47.29% |
$2.08K - $2.21K
|
299
$7.12K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
89+ 3.13% |
$1.93K - $2.05K
|
2.93K
$69.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
61+ 23.55% |
$1.32K - $1.4K
|
320
$7.62K
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
34+ 0.24% |
$738 - $782
|
14.1K
$337K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
19+ 2.4% |
$412 - $437
|
812
$19.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
15+ 0.14% |
$326 - $345
|
10.9K
$258K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
15New |
$326 - $345
|
15
$357
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
14+ 0.59% |
$304 - $322
|
2.4K
$57.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.99% |
$65.1 - $69
|
305
$7.26K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-21Closed |
$456 - $483
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-267- 0.95% |
$5.8K - $6.14K
|
27.8K
$661K
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-504- 3.53% |
$10.9K - $11.6K
|
13.8K
$328K
|
|
|
Feb 14, 2023
Q4 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-656- 0.59% |
$14.2K - $15.1K
|
111K
$2.63M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-818- 57.73% |
$17.8K - $18.8K
|
599
$14.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.17K- 8.91% |
$25.3K - $26.8K
|
11.9K
$284K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.17K- 9.53% |
$47.2K - $50K
|
20.6K
$491K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.2K- 20.08% |
$47.8K - $50.6K
|
8.76K
$208K
|
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-2.58K- 0.97% |
$56K - $59.4K
|
264K
$6.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.32K- 12.26% |
$72K - $76.3K
|
23.7K
$565K
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-3.79K- 1.8% |
$82.3K - $87.2K
|
207K
$4.94M
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.98K- 1.57% |
$86.4K - $91.5K
|
250K
$5.94M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-4.18K- 19.98% |
$90.8K - $96.2K
|
16.7K
$399K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.09K- 33.05% |
$111K - $117K
|
10.3K
$246K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.34K- 2.38% |
$116K - $123K
|
219K
$5.22M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.86K- 28.4% |
$149K - $158K
|
17.3K
$411K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.4K- 28.0% |
$161K - $170K
|
19K
$453K
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-8K- 8.99% |
$174K - $184K
|
81K
$1.93M
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-9.3K- 1.7% |
$202K - $214K
|
537K
$12.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
SELL
|
- |
-11.1K- 27.46% |
$242K - $256K
|
29.4K
$700K
|
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-13.4K- 21.9% |
$290K - $307K
|
47.6K
$1.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-15.8K- 2.24% |
$344K - $364K
|
693K
$16.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-16.6K- 67.74% |
$360K - $382K
|
7.91K
$188K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-30.4K- 6.34% |
$660K - $699K
|
449K
$10.7M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-37.4K- 75.45% |
$813K - $861K
|
12.2K
$290K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-37.5K- 23.51% |
$813K - $861K
|
122K
$2.9M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-43.5K- 38.1% |
$944K - $1M
|
70.7K
$1.68M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-51.3K- 11.31% |
$1.11M - $1.18M
|
403K
$9.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-57.5K- 30.03% |
$1.25M - $1.32M
|
134K
$3.19M
|
|
|
Jan 11, 2023
Q4 2022
|
Systelligence, LLC
|
SELL
|
- |
-69.4K- 12.82% |
$1.51M - $1.6M
|
472K
$11.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-80.5K- 81.04% |
$1.75M - $1.85M
|
18.8K
$448K
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-89K- 86.69% |
$1.93M - $2.05M
|
13.7K
$325K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-179K- 71.7% |
$3.89M - $4.12M
|
70.7K
$1.68M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
SELL
|
- |
-183K- 17.47% |
$3.97M - $4.2M
|
864K
$20.6M
|