A detailed history of Diversify Wealth Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 225,362 shares of SPHY stock, worth $5.34 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
225,362
Previous 192,669 16.97%
Holding current value
$5.34 Million
Previous $4.47 Billion 19.49%
% of portfolio
0.51%
Previous 0.56%

Shares

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

Oct 25, 2024

BUY
$23.04 - $24.06 $753,246 - $786,593
32,693 Added 16.97%
225,362 $5.34 Billion
Q2 2024

Aug 08, 2024

BUY
$22.82 - $23.32 $4.4 Million - $4.49 Million
192,669 New
192,669 $4.47 Billion

Others Institutions Holding SPHY

About SPDR SER TR SPDR PORTFOLIO HIG


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

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, 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 Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.