Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024

SELL
$21.84 - $23.52 $442,391 - $476,421
-20,256 Reduced 3.95%
493,056 $11.5 Million
Q3 2023

Oct 24, 2023

SELL
$22.36 - $23.02 $12.1 Million - $12.5 Million
-541,034 Reduced 51.31%
513,312 $11.5 Million
Q2 2023

Jul 18, 2023

SELL
$22.39 - $22.94 $55,146 - $56,501
-2,463 Reduced 0.23%
1,054,346 $24.1 Million
Q1 2023

Apr 19, 2023

BUY
$22.29 - $23.4 $4.3 Million - $4.52 Million
193,091 Added 22.36%
1,056,809 $24.3 Million
Q4 2022

Jan 17, 2023

SELL
$21.71 - $23.0 $3.97 Million - $4.2 Million
-182,820 Reduced 17.47%
863,718 $0
Q3 2022

Oct 17, 2022

SELL
$21.7 - $23.98 $92,290 - $101,986
-4,253 Reduced 0.4%
1,046,538 $0
Q2 2022

Jul 15, 2022

BUY
$22.34 - $25.22 $12.6 Million - $14.3 Million
566,033 Added 116.77%
1,050,791 $23.6 Million
Q1 2022

May 05, 2022

BUY
$24.49 - $26.54 $62,596 - $67,836
2,556 Added 0.53%
484,758 $12.2 Million
Q4 2021

Jan 27, 2022

BUY
$26.1 - $26.75 $740,900 - $759,352
28,387 Added 6.26%
482,202 $0
Q3 2021

Oct 25, 2021

BUY
$26.6 - $26.94 $12.1 Million - $12.2 Million
453,815 New
453,815 $12.1 Million

Others Institutions Holding SPHY

About SPDR SER TR SPDR PORTFOLIO HIG


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

Track Capital Advisors Inc Portfolio

Follow Capital Advisors 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 Capital Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors Inc with notifications on news.