Purchases and Sales Made in Q4 2023 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 2023. 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 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.6KNew |
$320K - $344K
|
14.6K
$348K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
13.9K+ 70.31% |
$303K - $327K
|
33.6K
$801K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.8K+ 16.17% |
$302K - $325K
|
99.3K
$2.36M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
13.6K+ 23.88% |
$297K - $320K
|
70.6K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
13.6K+ 5.15% |
$297K - $320K
|
278K
$6.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
13.6K+ 122.11% |
$296K - $319K
|
24.6K
$587K
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
13KNew |
$285K - $307K
|
13K
$310K
|
|
|
Mar 15, 2024
Q4 2023
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
12.7KNew |
$278K - $300K
|
12.7K
$303K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.5KNew |
$274K - $295K
|
12.5K
$298K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
12K+ 152.58% |
$261K - $281K
|
19.8K
$472K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11K+ 96.15% |
$240K - $259K
|
22.4K
$534K
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
10.8KNew |
$235K - $253K
|
10.8K
$256K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.5KNew |
$229K - $246K
|
10.5K
$249K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
10.3KNew |
$226K - $243K
|
10.3K
$246K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
9.68KNew |
$211K - $228K
|
9.68K
$230K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9.62K+ 1220.81% |
$210K - $226K
|
10.4K
$248K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
9.61K+ 26.98% |
$210K - $226K
|
45.2K
$1.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.53K+ 8.19% |
$208K - $224K
|
126K
$3M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.53KNew |
$208K - $224K
|
9.53K
$227K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
9.47KNew |
$207K - $223K
|
9.47K
$225K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
9.37KNew |
$205K - $220K
|
9.37K
$223K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
9.36K+ 148.22% |
$204K - $220K
|
15.7K
$373K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.3K+ 66.17% |
$203K - $219K
|
23.3K
$556K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
9.24KNew |
$202K - $217K
|
9.24K
$220K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9.23KNew |
$202K - $217K
|
9.23K
$220K
|
|
|
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
$208K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
8.67KNew |
$189K - $204K
|
8.67K
$206K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.96K+ 22.69% |
$174K - $187K
|
43K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.24K+ 8.56% |
$158K - $170K
|
91.8K
$2.18M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.26KNew |
$137K - $147K
|
6.26K
$149K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.81K+ 52.77% |
$127K - $137K
|
16.8K
$400K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
5.8K+ 24.18% |
$127K - $136K
|
29.8K
$708K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.76KNew |
$126K - $135K
|
5.76K
$137K
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
5.7K+ 5.82% |
$124K - $134K
|
104K
$2.47M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
5.63K+ 5.13% |
$123K - $132K
|
115K
$2.75M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.61K+ 675.78% |
$123K - $132K
|
6.44K
$153K
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.41K+ 6.74% |
$118K - $127K
|
85.7K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
4.59KNew |
$100K - $108K
|
4.59K
$109K
|
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
4.42K+ 22.49% |
$96.6K - $104K
|
24.1K
$573K
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
4K+ 36.36% |
$87.4K - $94.1K
|
15K
$357K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.77K+ 13.18% |
$82.3K - $88.6K
|
32.4K
$770K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.72K+ 282.59% |
$81.2K - $87.4K
|
5.03K
$120K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.66K+ 2.47% |
$80K - $86.2K
|
152K
$3.61M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.08K+ 47.68% |
$67.2K - $72.4K
|
9.53K
$227K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.05K+ 4.88% |
$66.7K - $71.8K
|
65.6K
$1.56M
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
2.35K+ 2.97% |
$51.3K - $55.3K
|
81.5K
$1.94M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.3K+ 4.59% |
$50.3K - $54.1K
|
52.4K
$1.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.7K+ 0.38% |
$37.2K - $40.1K
|
447K
$10.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.51K+ 1.48% |
$33K - $35.5K
|
103K
$2.46M
|