Diversify Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Diversify Wealth Management, LLC

$1.35 Trillion
Q1 2025

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 426,477 shares of SPHY stock, worth $10.1 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

426,477

Previous 330,826 28.91%

Holding current value

$10.1 Million

Previous $7.75 Billion 28.58%

% of portfolio

0.74%

Previous 0.6%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$23.32 - $23.84 $2.23 Million - $2.28 Million	95,651 Added 28.91%	426,477 $9.97 Billion
Q4 2024 Jan 16, 2025	BUY	$23.29 - $23.93 $2.46 Million - $2.52 Million	105,464 Added 46.8%	330,826 $7.75 Billion
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

# of Institutions

485

Shares Held

262M

Call Options Held

11.2K

Put Options Held

6.4K

View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

Ticker SPHY
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Diversify Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History