Advisor Resource Council Spdr Ser Tr Spdr Portfolio Hig Transaction History

Advisor Resource Council

$298 Million
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 27, 2022	BUY	$22.34 - $25.22 $379,109 - $427,983	16,970 Added 21.52%	95,826 $2.15 Million
Q1 2022 Apr 20, 2022	SELL	$24.49 - $26.54 $2.43 Million - $2.64 Million	-99,330 Reduced 55.75%	78,856 $1.98 Million
Q4 2021 Feb 11, 2022	BUY	$26.1 - $26.75 $3.3 Million - $3.38 Million	126,312 Added 243.5%	178,186 $4.73 Million
Q3 2021 Nov 16, 2021	SELL	$26.6 - $26.94 $1.46 Million - $1.48 Million	-55,061 Reduced 51.49%	51,874 $1.39 Million
Q2 2021 Aug 19, 2021	BUY	$26.46 - $26.89 $2.75 Million - $2.8 Million	104,060 Added 3619.48%	106,935 $2.88 Million
Q2 2021 Aug 13, 2021	BUY	$26.46 - $26.89 $76,072 - $77,308	2,875 New	2,875 $0

Others Institutions Holding SPHY

# of Institutions

383

Shares Held

148M

Call Options Held

0

Put Options Held

0

Sei Investments CO Oaks, PA

15M
Shares

$358 Million
0.48% of portfolio
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL

13.5M
Shares

$322 Million
13.48% of portfolio
Wells Fargo & Company San Francisco, CA

8.24M
Shares

$197 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.24M
Shares

$149 Million
0.04% of portfolio
Wright Fund Management, LLC Santa Monica, CA

5.93M
Shares

$142 Million
6.27% of portfolio

About SPDR SER TR SPDR PORTFOLIO HIG

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