A detailed history of Calton & Associates, Inc. transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Calton & Associates, Inc. holds 17,847 shares of SPHY stock, worth $415,656. This represents 0.1% of its overall portfolio holdings.

Number of Shares
17,847
Previous 6,269 184.69%
Holding current value
$415,656
Previous $146,000 185.62%
% of portfolio
0.1%
Previous 0.02%

Shares

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

May 15, 2025

BUY
$23.32 - $23.84 $269,998 - $276,019
11,578 Added 184.69%
17,847 $417,000
Q1 2025

May 05, 2025

BUY
$23.32 - $23.84 $146,193 - $149,452
6,269 New
6,269 $146,000

Others Institutions Holding SPHY

About SPDR SER TR SPDR PORTFOLIO HIG


  • Ticker SPHY
  • Sector ETFs
  • Industry ETFs
More about SPHY
Track This Portfolio

Track Calton & Associates, Inc. Portfolio

Follow Calton & Associates, Inc. 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 Calton & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Calton & Associates, Inc. with notifications on news.