Impact Partnership Wealth, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Impact Partnership Wealth, LLC

$495 Billion
Q4 2024

A detailed history of Impact Partnership Wealth, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Impact Partnership Wealth, LLC holds 207,311 shares of SPHY stock, worth $4.9 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

207,311

Previous 196,864 5.31%

Holding current value

$4.9 Million

Previous $4.73 Billion 2.77%

% of portfolio

0.98%

Previous 1.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$23.29 - $23.93 $243,310 - $249,996	10,447 Added 5.31%	207,311 $4.87 Billion
Q3 2024 Oct 22, 2024	BUY	$23.04 - $24.06 $1.64 Million - $1.71 Million	71,043 Added 56.46%	196,864 $4.73 Billion
Q2 2024 Aug 02, 2024	BUY	$22.82 - $23.32 $1.12 Million - $1.14 Million	49,021 Added 63.83%	125,821 $2.92 Billion
Q1 2024 May 13, 2024	SELL	$23.14 - $23.52 $483,278 - $491,215	-20,885 Reduced 21.38%	76,800 $1.8 Billion
Q4 2023 Feb 14, 2024	BUY	$21.84 - $23.52 $2.12 Million - $2.29 Million	97,292 Added 24756.23%	97,685 $2.28 Billion
Q3 2023 Oct 17, 2023	BUY	$22.36 - $23.02 $8,787 - $9,046	393 New	393 $8.81 Million

Others Institutions Holding SPHY

# of Institutions

418

Shares Held

149M

Call Options Held

Put Options Held

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About SPDR SER TR SPDR PORTFOLIO HIG

Ticker SPHY
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Impact Partnership Wealth, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History