Rooted Wealth Advisors, Inc. Spdr Ser Tr Spdr Portfolio Hig Put Options Transaction History

Rooted Wealth Advisors, Inc.

$224 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SPHY

# of Institutions

369

Shares Held

146M

Call Options Held

0

Put Options Held

0

Sei Investments CO Oaks, PA

15M
Shares

$356 Million
0.48% of portfolio
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL

13.5M
Shares

$321 Million
13.48% of portfolio
Wells Fargo & Company San Francisco, CA

8.24M
Shares

$196 Million
0.05% of portfolio
Neuberger Berman Group LLC New York, NY

8.12M
Shares

$193 Million
0.16% of portfolio
Wright Fund Management, LLC Santa Monica, CA

5.93M
Shares

$141 Million
6.27% of portfolio

About SPDR SER TR SPDR PORTFOLIO HIG

Ticker SPHY
Sector ETFs
Industry ETFs

More about SPHY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rooted Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rooted Wealth Advisors, Inc. with notifications on news.