Lantern Wealth Advisors, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Lantern Wealth Advisors, LLC

$154 Billion
Q4 2024

A detailed history of Lantern Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 61,751 shares of SPHY stock, worth $1.47 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

61,751

Previous 63,168 2.24%

Holding current value

$1.47 Million

Previous $1.52 Billion 4.6%

% of portfolio

0.94%

Previous 1.05%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$23.29 - $23.93 $33,001 - $33,908	-1,417 Reduced 2.24%	61,751 $1.45 Billion
Q3 2024 Nov 14, 2024	BUY	$23.04 - $24.06 $81,792 - $85,413	3,550 Added 5.95%	63,168 $1.52 Billion
Q2 2024 Aug 14, 2024	BUY	$22.82 - $23.32 $13,030 - $13,315	571 Added 0.97%	59,618 $1.38 Billion
Q1 2024 May 14, 2024	SELL	$23.14 - $23.52 $2,545 - $2,587	-110 Reduced 0.19%	59,047 $1.39 Billion
Q4 2023 Feb 14, 2024	BUY	$21.84 - $23.52 $1.29 Million - $1.39 Million	59,157 New	59,157 $1.38 Billion

Others Institutions Holding SPHY

# of Institutions

443

Shares Held

188M

Call Options Held

Put Options Held

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About SPDR SER TR SPDR PORTFOLIO HIG

Ticker SPHY
Sector ETFs
Industry ETFs

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Lantern Wealth Advisors, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History