Atlas Private Wealth Advisors Spdr Ser Tr Spdr Portfolio Hig Transaction History

Atlas Private Wealth Advisors

  • $691 Million
  • Q1 2025

A detailed history of Atlas Private Wealth Advisors transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 786,303 shares of SPHY stock, worth $18.7 Million. This represents 2.66% of its overall portfolio holdings.

Number of Shares
786,303
Previous 975,143 19.37%
Holding current value
$18.7 Million
Previous $22.9 Million 19.57%
% of portfolio
2.66%
Previous 3.32%

Shares

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

Apr 17, 2025
SELL
$23.32 - $23.84 $4.4 Million - $4.5 Million
-188,840 Reduced 19.37%
786,303 $18.4 Million
Q4 2024

Jan 21, 2025
SELL
$23.29 - $23.93 $17.2 Million - $17.7 Million
-739,868 Reduced 43.14%
975,143 $22.9 Million
Q3 2024

Oct 08, 2024
SELL
$23.04 - $24.06 $256,412 - $267,763
-11,129 Reduced 0.64%
1,715,011 $41.2 Million
Q2 2024

Jul 12, 2024
BUY
$22.82 - $23.32 $20.5 Million - $21 Million
898,495 Added 108.56%
1,726,140 $40.1 Million
Q1 2024

May 03, 2024
SELL
$23.14 - $23.52 $15.6 Million - $15.9 Million
-675,619 Reduced 44.94%
827,645 $19.4 Million
Q4 2023

Jan 10, 2024
BUY
$21.84 - $23.52 $9.31 Million - $10 Million
426,440 Added 39.6%
1,503,264 $35.1 Million
Q3 2023

Oct 10, 2023
BUY
$22.36 - $23.02 $21.6 Million - $22.2 Million
965,871 Added 870.52%
1,076,824 $24.1 Million
Q2 2023

Aug 04, 2023
BUY
$22.39 - $22.94 $1.73 Million - $1.78 Million
77,384 Added 230.52%
110,953 $2.53 Million
Q1 2023

Apr 12, 2023
BUY
$22.29 - $23.4 $426,920 - $448,180
19,153 Added 132.86%
33,569 $771,000
Q4 2022

Feb 14, 2023
BUY
$21.71 - $23.0 $312,971 - $331,568
14,416 New
14,416 $322,000

Others Institutions Holding SPHY

# of Institutions
492
Shares Held
263M
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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