Cape Investment Advisory, Inc. Spdr Ser Tr Spdr Portfolio Hig Transaction History

Cape Investment Advisory, Inc.

  • $247 Billion
  • Q3 2024

A detailed history of Cape Investment Advisory, Inc. transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 1,238 shares of SPHY stock, worth $29,464. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,238
Previous 1,093 13.27%
Holding current value
$29,464
Previous $25.4 Million 17.27%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024
BUY
$23.04 - $24.06 $3,340 - $3,488
145 Added 13.27%
1,238 $29.8 Million
Q2 2024

Aug 14, 2024
BUY
$22.82 - $23.32 $342 - $349
15 Added 1.39%
1,093 $25.4 Million
Q1 2024

Jun 21, 2024
SELL
$23.14 - $23.52 $9,441 - $9,596
-408 Reduced 27.46%
1,078 $25.3 Million
Q4 2023

Feb 12, 2024
BUY
$21.84 - $23.52 $32,454 - $34,950
1,486 New
1,486 $34.7 Million

Others Institutions Holding SPHY

# of Institutions
388
Shares Held
149M
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
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