Clearstead Advisors, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Clearstead Advisors, LLC

$6.44 Billion
Q4 2024

A detailed history of Clearstead Advisors, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Clearstead Advisors, LLC holds 60,281 shares of SPHY stock, worth $1.43 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

60,281

Previous 634,572 90.5%

Holding current value

$1.43 Million

Previous $15.3 Million 90.73%

% of portfolio

0.02%

Previous 0.24%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$23.29 - $23.93 $13.4 Million - $13.7 Million	-574,291 Reduced 90.5%	60,281 $1.41 Million
Q3 2024 Nov 13, 2024	BUY	$23.04 - $24.06 $286,479 - $299,162	12,434 Added 2.0%	634,572 $15.3 Million
Q2 2024 Aug 09, 2024	BUY	$22.82 - $23.32 $14.2 Million - $14.5 Million	620,577 Added 39755.09%	622,138 $14.5 Million
Q1 2024 May 14, 2024	BUY	$23.14 - $23.52 $3,077 - $3,128	133 Added 9.31%	1,561 $36,000
Q4 2023 Feb 12, 2024	BUY	$21.84 - $23.52 $31,187 - $33,586	1,428 New	1,428 $33,000

Others Institutions Holding SPHY

# of Institutions

445

Shares Held

188M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

Ticker SPHY
Sector ETFs
Industry ETFs

More about SPHY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Account

Clearstead Advisors, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History