Financial Advocates Investment Management Spdr Ser Tr Spdr Portfolio Hig Transaction History

Financial Advocates Investment Management

  • $1.71 Billion
  • Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Financial Advocates Investment Management holds 12,855 shares of SPHY stock, worth $306,077. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,855
Previous 12,721 1.05%
Holding current value
$306,077
Previous $305,000 1.31%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$23.29 - $23.93 $3,120 - $3,206
134 Added 1.05%
12,855 $301,000
Q3 2024

Oct 25, 2024
SELL
$23.04 - $24.06 $8,133 - $8,493
-353 Reduced 2.7%
12,721 $305,000
Q2 2024

Jul 26, 2024
SELL
$22.82 - $23.32 $36,352 - $37,148
-1,593 Reduced 10.86%
13,074 $303,000
Q1 2024

May 01, 2024
SELL
$23.14 - $23.52 $7,404 - $7,526
-320 Reduced 2.14%
14,667 $344,000
Q4 2023

Feb 08, 2024
BUY
$21.84 - $23.52 $8,648 - $9,313
396 Added 2.71%
14,987 $350,000
Q3 2023

Oct 27, 2023
BUY
$22.36 - $23.02 $84,028 - $86,509
3,758 Added 34.69%
14,591 $327,000
Q2 2023

Aug 07, 2023
SELL
$22.39 - $22.94 $358,307 - $367,108
-16,003 Reduced 59.63%
10,833 $247,000
Q1 2023

May 11, 2023
BUY
$22.29 - $23.4 $321,154 - $337,147
14,408 Added 115.93%
26,836 $616,000
Q4 2022

Feb 14, 2023
BUY
$21.71 - $23.0 $269,811 - $285,844
12,428 New
12,428 $277,000
Q4 2018

Feb 14, 2019
BUY
N/A
62 Added 1.63%
3,870 $0
Q3 2018

Nov 14, 2018
BUY
N/A
3,808 New
3,808 $0

Others Institutions Holding SPHY

# of Institutions
396
Shares Held
151M
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
Track This Portfolio

Track Financial Advocates Investment Management Portfolio

Follow Financial Advocates Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email