A detailed history of Capital Investment Advisory Services, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 10,182 shares of SPHY stock, worth $241,720. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,182
Previous 9,009 13.02%
Holding current value
$241,720
Previous $216,000 10.19%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025

BUY
$23.29 - $23.93 $27,319 - $28,069
1,173 Added 13.02%
10,182 $238,000
Q3 2024

Oct 30, 2024

BUY
$23.04 - $24.06 $28,316 - $29,569
1,229 Added 15.8%
9,009 $216,000
Q2 2024

Aug 14, 2024

BUY
$22.82 - $23.32 $28,661 - $29,289
1,256 Added 19.25%
7,780 $180,000
Q1 2024

Apr 25, 2024

BUY
$23.14 - $23.52 $1,966 - $1,999
85 Added 1.32%
6,524 $153,000
Q4 2023

Feb 01, 2024

BUY
$21.84 - $23.52 $122,500 - $131,923
5,609 Added 675.78%
6,439 $150,000
Q2 2022

Jul 22, 2022

BUY
$22.34 - $25.22 $18,542 - $20,932
830 New
830 $19,000

Others Institutions Holding SPHY

About SPDR SER TR SPDR PORTFOLIO HIG


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

Track Capital Investment Advisory Services, LLC Portfolio

Follow Capital Investment Advisory Services, LLC 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 Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Investment Advisory Services, LLC with notifications on news.