Foundations Investment Advisors, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Foundations Investment Advisors, LLC

  • $5.1 Billion
  • Q1 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 83,547 shares of SPHY stock, worth $1.96 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
83,547
Previous 109,280 23.55%
Holding current value
$1.96 Million
Previous $2.56 Million 23.71%
% of portfolio
0.04%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
$23.32 - $23.84 $600,093 - $613,474
-25,733 Reduced 23.55%
83,547 $1.96 Million
Q4 2024

Jan 22, 2025
SELL
$23.29 - $23.93 $66,143 - $67,961
-2,840 Reduced 2.53%
109,280 $2.56 Million
Q3 2024

Oct 21, 2024
BUY
$23.04 - $24.06 $2.2 Million - $2.3 Million
95,557 Added 576.93%
112,120 $2.7 Million
Q2 2024

Aug 02, 2024
BUY
$22.82 - $23.32 $377,967 - $386,249
16,563 New
16,563 $384,000
Q1 2022

Apr 19, 2022
SELL
$24.49 - $26.54 $685 - $743
-28 Reduced 0.26%
10,692 $263,000
Q4 2021

Jan 21, 2022
SELL
$26.1 - $26.75 $22,106 - $22,657
-847 Reduced 7.32%
10,720 $283,000
Q3 2021

Oct 13, 2021
SELL
$26.6 - $26.94 $1,729 - $1,751
-65 Reduced 0.56%
11,567 $308,000
Q2 2021

Jul 14, 2021
BUY
$26.46 - $26.89 $10,187 - $10,352
385 Added 3.42%
11,632 $313,000
Q1 2021

Apr 09, 2021
BUY
$26.19 - $26.75 $18,516 - $18,912
707 Added 6.71%
11,247 $299,000
Q4 2020

Jan 13, 2021
BUY
$25.15 - $26.49 $3,722 - $3,920
148 Added 1.42%
10,540 $280,000
Q3 2020

Oct 07, 2020
BUY
$24.5 - $25.64 $254,604 - $266,450
10,392 New
10,392 $261,000

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
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