A detailed history of Leading Edge Financial Planning LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 122,024 shares of SPHY stock, worth $2.86 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
122,024
Previous 119,169 2.4%
Holding current value
$2.86 Million
Previous $2.77 Billion 6.01%
% of portfolio
0.98%
Previous 1.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$23.04 - $24.06 $65,779 - $68,691
2,855 Added 2.4%
122,024 $2.93 Billion
Q2 2024

Aug 01, 2024

BUY
$22.82 - $23.32 $129,845 - $132,690
5,690 Added 5.01%
119,169 $2.77 Billion
Q1 2024

May 03, 2024

BUY
$23.14 - $23.52 $703,108 - $714,655
30,385 Added 36.57%
113,479 $2.66 Billion
Q4 2023

Feb 13, 2024

BUY
$21.84 - $23.52 $1.32 Million - $1.43 Million
60,621 Added 269.75%
83,094 $1.94 Billion
Q3 2023

Oct 25, 2023

BUY
$22.36 - $23.02 $502,496 - $517,328
22,473 New
22,473 $504 Million

Others Institutions Holding SPHY

About SPDR SER TR SPDR PORTFOLIO HIG


  • Ticker SPHY
  • Sector ETFs
  • Industry ETFs
More about SPHY
Track This Portfolio

Track Leading Edge Financial Planning LLC Portfolio

Follow Leading Edge Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leading Edge Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leading Edge Financial Planning LLC with notifications on news.