First Purpose Wealth LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

First Purpose Wealth LLC

  • $275 Million
  • Q1 2024

A detailed history of First Purpose Wealth LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, First Purpose Wealth LLC holds 70,484 shares of SPHY stock, worth $1.66 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
70,484
Previous 70,587 0.15%
Holding current value
$1.66 Million
Previous $1.65 Million 0.18%
% of portfolio
0.6%
Previous 0.64%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
SELL
$23.14 - $23.52 $2,383 - $2,422
-103 Reduced 0.15%
70,484 $1.65 Million
Q4 2023

Apr 22, 2024
BUY
$21.84 - $23.52 $297,176 - $320,036
13,607 Added 23.88%
70,587 $1.65 Million
Q3 2023

Oct 30, 2023
BUY
$22.36 - $23.02 $789,330 - $812,629
35,301 Added 162.84%
56,980 $1.28 Million
Q2 2023

Jul 21, 2023
BUY
$22.39 - $22.94 $283,233 - $290,191
12,650 Added 140.1%
21,679 $495,000
Q1 2023

May 03, 2023
BUY
$22.29 - $23.4 $201,256 - $211,278
9,029 New
9,029 $207,000

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
Track This Portfolio

Track First Purpose Wealth LLC Portfolio

Follow First Purpose Wealth LLC 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 First Purpose Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on First Purpose Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email