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 13,074 shares of SPHY stock, worth $313,253. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,074
Previous 14,667 10.86%
Holding current value
$313,253
Previous $344,000 11.92%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR SER TR SPDR PORTFOLIO HIG


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