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

348

Shares Held

139M

Call Options Held

0

Put Options Held

0

Sei Investments CO Oaks, PA

14.6M
Shares

$344 Million
0.49% of portfolio
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL

10.8M
Shares

$255 Million
13.1% of portfolio
Wells Fargo & Company San Francisco, CA

8.22M
Shares

$193 Million
0.05% of portfolio
Neuberger Berman Group LLC New York, NY

8.12M
Shares

$191 Million
0.16% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.79M
Shares

$136 Million
0.04% of portfolio

About SPDR SER TR SPDR PORTFOLIO HIG

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