Cornerstone Planning Group LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Cornerstone Planning Group LLC

$378 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 05, 2024	SELL	$23.04 - $24.06 $8,570 - $8,950	-372 Closed	0 $2,000
Q2 2024 Aug 13, 2024	BUY	$22.82 - $23.32 $8,489 - $8,675	372 New	372 $8.6 Million

Others Institutions Holding SPHY

# of Institutions

382

Shares Held

148M

Call Options Held

0

Put Options Held

0

Sei Investments CO Oaks, PA

15M
Shares

$356 Million
0.48% of portfolio
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL

13.5M
Shares

$321 Million
13.48% of portfolio
Wells Fargo & Company San Francisco, CA

8.24M
Shares

$196 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.24M
Shares

$148 Million
0.04% of portfolio
Wright Fund Management, LLC Santa Monica, CA

5.93M
Shares

$141 Million
6.27% of portfolio

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