Carolina Wealth Advisors, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Carolina Wealth Advisors, LLC

  • $221 Million
  • Q3 2025

A detailed history of Carolina Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Carolina Wealth Advisors, LLC holds 421,335 shares of SPHY stock, worth $10 Million. This represents 4.57% of its overall portfolio holdings.

Number of Shares
421,335
Previous 21,413 1867.66%
Holding current value
$10 Million
Previous $509,000 1881.53%
% of portfolio
4.57%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
BUY
$23.54 - $23.97 $9.41 Million - $9.59 Million
399,922 Added 1867.66%
421,335 $10.1 Million
Q2 2025

Jul 22, 2025
BUY
$22.4 - $23.8 $479,651 - $509,629
21,413 New
21,413 $509,000

Others Institutions Holding SPHY

# of Institutions
488
Shares Held
261M
Call Options Held
37K
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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