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

Atlas Private Wealth Advisors

$688 Million
Q4 2024

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 975,143 shares of SPHY stock, worth $23.1 Million. This represents 3.32% of its overall portfolio holdings.

Number of Shares

975,143

Previous 1,715,011 43.14%

Holding current value

$23.1 Million

Previous $41.2 Million 44.51%

% of portfolio

3.32%

Previous 6.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

445

Shares Held

188M

Call Options Held

Put Options Held

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About SPDR SER TR SPDR PORTFOLIO HIG

Ticker SPHY
Sector ETFs
Industry ETFs

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