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

Crestmont Private Wealth LLC

  • $229 Billion
  • Q3 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 252,448 shares of SPHY stock, worth $5.94 Million. This represents 2.65% of its overall portfolio holdings.

Number of Shares
252,448
Previous 235,214 7.33%
Holding current value
$5.94 Million
Previous $5.46 Billion 11.12%
% of portfolio
2.65%
Previous 2.63%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
383
Shares Held
148M
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
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