Balboa Wealth Partners Spdr Ser Tr Spdr Portfolio Hig Transaction History

Balboa Wealth Partners

  • $389 Million
  • Q3 2024

A detailed history of Balboa Wealth Partners transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Balboa Wealth Partners holds 24,608 shares of SPHY stock, worth $578,780. This represents 0.15% of its overall portfolio holdings.

Number of Shares
24,608
Holding current value
$578,780
% of portfolio
0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$23.04 - $24.06 $566,968 - $592,068
24,608 New
24,608 $591,000
Q3 2023

Oct 23, 2023
BUY
$22.36 - $23.02 $296,180 - $304,922
13,246 Added 136.12%
22,977 $515,000
Q2 2023

Aug 08, 2023
BUY
$22.39 - $22.94 $8,597 - $8,808
384 Added 4.11%
9,731 $222,000
Q1 2023

May 11, 2023
BUY
$22.29 - $23.4 $208,344 - $218,719
9,347 New
9,347 $214,000

Others Institutions Holding SPHY

# of Institutions
383
Shares Held
148M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

SPHY Quotes by TradingView
  • Ticker SPHY
  • Sector ETFs
  • Industry ETFs
More about SPHY
Track This Portfolio

Track Balboa Wealth Partners Portfolio

Follow Balboa Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email