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

Foundations Investment Advisors, LLC

$3.86 Billion
Q2 2024

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 16,563 shares of SPHY stock, worth $396,849. This represents 0.01% of its overall portfolio holdings.

Number of Shares

16,563

Holding current value

$396,849

% of portfolio

0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

326

Shares Held

134M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

Ticker SPHY
Sector ETFs
Industry ETFs

More about SPHY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Account

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