Bell Investment Advisors, Inc Spdr Ser Tr Spdr Portfolio Hig Transaction History

Bell Investment Advisors, Inc

$603 Million
Q3 2025

A detailed history of Bell Investment Advisors, Inc transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 1,399 shares of SPHY stock, worth $33,002. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,399

Previous 19,924 92.98%

Holding current value

$33,002

Previous $474,000 93.04%

% of portfolio

0.01%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 21, 2025	SELL	$23.54 - $23.97 $436,078 - $444,044	-18,525 Reduced 92.98%	1,399 $33,000
Q2 2025 Aug 08, 2025	BUY	$22.4 - $23.8 $111,440 - $118,405	4,975 Added 33.28%	19,924 $474,000
Q1 2025 May 15, 2025	BUY	$23.32 - $23.84 $37,568 - $38,406	1,611 Added 12.08%	14,949 $350,000
Q4 2024 Feb 07, 2025	SELL	$23.29 - $23.93 $6,288 - $6,461	-270 Reduced 1.98%	13,338 $313,000
Q3 2024 Nov 13, 2024	SELL	$23.04 - $24.06 $1.43 Million - $1.5 Million	-62,195 Reduced 82.05%	13,608 $327,000

Q2 2024 Aug 07, 2024	BUY	$22.82 - $23.32 $355,923 - $363,722	15,597 Added 25.91%	75,803 $1.76 Million
Q1 2024 May 08, 2024	SELL	$23.14 - $23.52 $29,110 - $29,588	-1,258 Reduced 2.05%	60,206 $1.41 Million
Q4 2023 Feb 14, 2024	BUY	$21.84 - $23.52 $955,478 - $1.03 Million	43,749 Added 246.96%	61,464 $1.44 Million
Q3 2023 Nov 08, 2023	BUY	$22.36 - $23.02 $396,107 - $407,799	17,715 New	17,715 $397,000

Others Institutions Holding SPHY

# of Institutions

520

Shares Held

280M

Call Options Held

32.1K

Put Options Held

8.9K

View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

Ticker SPHY
Sector ETFs
Industry ETFs

More about SPHY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bell Investment Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Bell Investment Advisors, Inc with notifications on news.

Account

Bell Investment Advisors, Inc Spdr Ser Tr Spdr Portfolio Hig Transaction History