Stonehaven Wealth & Tax Solutions, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Stonehaven Wealth & Tax Solutions, LLC

  • $94.7 Billion
  • Q1 2025

A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 13,513 shares of SPHY stock, worth $319,717. This represents 0.33% of its overall portfolio holdings.

Number of Shares
13,513
Previous 17,651 23.44%
Holding current value
$319,717
Previous $414 Million 23.61%
% of portfolio
0.33%
Previous 0.45%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$23.32 - $23.84 $96,498 - $98,649
-4,138 Reduced 23.44%
13,513 $316 Million
Q4 2024

Feb 13, 2025
BUY
$23.29 - $23.93 $411,091 - $422,388
17,651 New
17,651 $414 Million

Others Institutions Holding SPHY

# of Institutions
485
Shares Held
255M
Call Options Held
11.2K
Put Options Held
7.44K
View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

SPHY Quotes by TradingView
  • Ticker SPHY
  • Sector ETFs
  • Industry ETFs
More about SPHY
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