Diversify Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025

A detailed history of Diversify Wealth Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 426,477 shares of SPHY stock, worth $10 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
426,477
Previous 330,826 28.91%
Holding current value
$10 Million
Previous $7.75 Billion 28.58%
% of portfolio
0.74%
Previous 0.6%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$23.32 - $23.84 $2.23 Million - $2.28 Million
95,651 Added 28.91%
426,477 $9.97 Billion
Q4 2024

Jan 16, 2025
BUY
$23.29 - $23.93 $2.46 Million - $2.52 Million
105,464 Added 46.8%
330,826 $7.75 Billion
Q3 2024

Oct 25, 2024
BUY
$23.04 - $24.06 $753,246 - $786,593
32,693 Added 16.97%
225,362 $5.34 Billion
Q2 2024

Aug 08, 2024
BUY
$22.82 - $23.32 $4.4 Million - $4.49 Million
192,669 New
192,669 $4.47 Billion

Others Institutions Holding SPHY

# of Institutions
485
Shares Held
255M
Call Options Held
11.2K
Put Options Held
7.44K
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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