Fermata Advisors, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History
Fermata Advisors, LLC
- $510 Million
- Q4 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 40,748 shares of SPHY stock, worth $967,357. This represents 0.19% of its overall portfolio holdings.
Number of Shares
40,748
Previous 43,933
7.25%
Holding current value
$967,357
Previous $1.06 Million
9.47%
% of portfolio
0.19%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding SPHY
# of Institutions
445Shares Held
188MCall Options Held
0Put Options Held
0-
Ilmarinen Mutual Pension Insurance CO Helsinki, H928.1MShares$667 Million5.65% of portfolio
-
Sei Investments CO Oaks, PA15.8MShares$374 Million0.49% of portfolio
-
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL9.36MShares$222 Million7.04% of portfolio
-
Wells Fargo & Company San Francisco, CA8.66MShares$206 Million0.05% of portfolio
-
Wright Fund Management, LLC Santa Monica, CA7.41MShares$176 Million5.96% of portfolio