Sage View Advisory Group, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Sage View Advisory Group, LLC

$2.32 Trillion
Q4 2024

A detailed history of Sage View Advisory Group, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 930,000 shares of SPHY stock, worth $22.1 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

930,000

Previous 768,022 21.09%

Holding current value

$22.1 Million

Previous $18.5 Billion 18.17%

% of portfolio

0.94%

Previous 0.94%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$23.29 - $23.93 $3.77 Million - $3.88 Million	161,978 Added 21.09%	930,000 $21.8 Billion
Q3 2024 Nov 14, 2024	SELL	$23.04 - $24.06 $4.29 Million - $4.48 Million	-186,099 Reduced 19.5%	768,022 $18.5 Billion
Q2 2024 Aug 14, 2024	BUY	$22.82 - $23.32 $21.8 Million - $22.3 Million	954,121 New	954,121 $22.2 Billion
Q4 2023 Feb 09, 2024	BUY	$21.84 - $23.52 $1.97 Million - $2.13 Million	90,355 Added 136.24%	156,677 $3.68 Billion
Q3 2023 Nov 02, 2023	BUY	$22.36 - $23.02 $409,120 - $421,196	18,297 Added 38.1%	66,322 $1.49 Billion
Q2 2023 Aug 11, 2023	BUY	$22.39 - $22.94 $752,438 - $770,921	33,606 Added 233.07%	48,025 $1.1 Billion
Q1 2023 May 01, 2023	BUY	$22.29 - $23.4 $321,399 - $337,404	14,419 New	14,419 $331 Million

Others Institutions Holding SPHY

# of Institutions

444

Shares Held

188M

Call Options Held

Put Options Held

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About SPDR SER TR SPDR PORTFOLIO HIG

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Sage View Advisory Group, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History