Disciplined Investments, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Disciplined Investments, LLC

$195 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	BUY	$22.34 - $25.22 $10,053 - $11,349	450 Added 132.35%	790 $18,000
Q4 2021 Jan 20, 2022	BUY	$26.1 - $26.75 $8,874 - $9,095	340 New	340 $9,000

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

About SPDR SER TR SPDR PORTFOLIO HIG

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