Convergence Financial, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Convergence Financial, LLC

  • $509 Billion
  • Q1 2025

A detailed history of Convergence Financial, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Convergence Financial, LLC holds 85,526 shares of SPHY stock, worth $1.99 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
85,526
Previous 83,210 2.78%
Holding current value
$1.99 Million
Previous $1.95 Billion 2.56%
% of portfolio
0.39%
Previous 0.39%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$23.32 - $23.84 $54,009 - $55,213
2,316 Added 2.78%
85,526 $2 Billion
Q4 2024

Feb 04, 2025
BUY
$23.29 - $23.93 $104,944 - $107,828
4,506 Added 5.73%
83,210 $1.95 Billion
Q3 2024

Oct 23, 2024
BUY
$23.04 - $24.06 $173,030 - $180,690
7,510 Added 10.55%
78,704 $1.89 Billion
Q2 2024

Oct 23, 2024
BUY
$22.82 - $23.32 $779,006 - $796,074
34,137 Added 92.12%
71,194 $1.65 Billion
Q1 2024

Oct 23, 2024
BUY
$23.14 - $23.52 $857,498 - $871,580
37,057 New
37,057 $869 Million

Others Institutions Holding SPHY

# of Institutions
469
Shares Held
213M
Call Options Held
0
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
Track This Portfolio

Track Convergence Financial, LLC Portfolio

Follow Convergence Financial, 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 Convergence Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Convergence Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email