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

Foundations Investment Advisors, LLC

$6.26 Billion
Q3 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 173,643 shares of SPHY stock, worth $4.1 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

173,643

Previous 111,273 56.05%

Holding current value

$4.1 Million

Previous $2.65 Million 56.99%

% of portfolio

0.07%

Previous 0.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$23.54 - $23.97 $1.47 Million - $1.5 Million	62,370 Added 56.05%	173,643 $4.16 Million
Q2 2025 Aug 08, 2025	BUY	$22.4 - $23.8 $621,062 - $659,878	27,726 Added 33.19%	111,273 $2.65 Million
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

504

Shares Held

258M

Call Options Held

37K

Put Options Held

View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

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