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

Clearstead Advisors, LLC

$6.94 Billion
Q2 2025

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 504,274 shares of SPHY stock, worth $11.9 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

504,274

Previous 61,267 723.08%

Holding current value

$11.9 Million

Previous $1.43 Million 736.89%

% of portfolio

0.17%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$22.4 - $23.8 $9.92 Million - $10.5 Million	443,007 Added 723.08%	504,274 $12 Million
Q1 2025 May 13, 2025	BUY	$23.32 - $23.84 $22,993 - $23,506	986 Added 1.64%	61,267 $1.43 Million
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

483

Shares Held

260M

Call Options Held

37K

Put Options Held

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About SPDR SER TR SPDR PORTFOLIO HIG

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