Fermata Advisors, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Fermata Advisors, LLC

  • $415 Million
  • Q2 2024

A detailed history of Fermata Advisors, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Fermata Advisors, LLC holds 44,407 shares of SPHY stock, worth $1.06 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
44,407
Previous 43,241 2.7%
Holding current value
$1.06 Million
Previous $1.01 Million 1.68%
% of portfolio
0.25%
Previous 0.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
BUY
$22.82 - $23.32 $26,608 - $27,191
1,166 Added 2.7%
44,407 $1.03 Million
Q1 2024

Apr 12, 2024
BUY
$23.14 - $23.52 $1 Million - $1.02 Million
43,241 New
43,241 $1.01 Million

Others Institutions Holding SPHY

# of Institutions
325
Shares Held
134M
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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