Crestmont Private Wealth LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Crestmont Private Wealth LLC

  • $222 Billion
  • Q4 2024

A detailed history of Crestmont Private Wealth LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Crestmont Private Wealth LLC holds 263,214 shares of SPHY stock, worth $6.23 Million. This represents 2.78% of its overall portfolio holdings.

Number of Shares
263,214
Previous 252,448 4.26%
Holding current value
$6.23 Million
Previous $6.07 Billion 1.75%
% of portfolio
2.78%
Previous 2.65%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$23.29 - $23.93 $250,740 - $257,630
10,766 Added 4.26%
263,214 $6.18 Billion
Q3 2024

Oct 10, 2024
BUY
$23.04 - $24.06 $397,071 - $414,650
17,234 Added 7.33%
252,448 $6.07 Billion
Q2 2024

Jul 15, 2024
SELL
$22.82 - $23.32 $291,388 - $297,773
-12,769 Reduced 5.15%
235,214 $5.46 Billion
Q1 2024

Apr 11, 2024
SELL
$23.14 - $23.52 $176,535 - $179,434
-7,629 Reduced 2.98%
247,983 $5.82 Billion
Q4 2023

Jan 11, 2024
BUY
$21.84 - $23.52 $5.58 Million - $6.01 Million
255,612 New
255,612 $5.98 Billion

Others Institutions Holding SPHY

# of Institutions
424
Shares Held
156M
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 Crestmont Private Wealth LLC Portfolio

Follow Crestmont Private Wealth 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 Crestmont Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crestmont Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email