Creative One Wealth, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Creative One Wealth, LLC

$2.76 Billion
Q3 2024

A detailed history of Creative One Wealth, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Creative One Wealth, LLC holds 9,593 shares of SPHY stock, worth $226,107. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,593

Holding current value

$226,107

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$23.04 - $24.06 $221,022 - $230,807	9,593 New	9,593 $230,000

Others Institutions Holding SPHY

# of Institutions

383

Shares Held

148M

Call Options Held

Put Options Held

Sei Investments CO Oaks, PA

15M
Shares

$353 Million
0.48% of portfolio
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL

13.5M
Shares

$318 Million
13.48% of portfolio
Wells Fargo & Company San Francisco, CA

8.24M
Shares

$194 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.24M
Shares

$147 Million
0.04% of portfolio
Wright Fund Management, LLC Santa Monica, CA

5.93M
Shares

$140 Million
6.27% of portfolio

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About SPDR SER TR SPDR PORTFOLIO HIG

Ticker SPHY
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Creative One Wealth, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History