Geneos Wealth Management Inc. Spdr Ser Tr Spdr Portfolio Hig Transaction History

Geneos Wealth Management Inc.

  • $2.24 Billion
  • Q2 2024

A detailed history of Geneos Wealth Management Inc. transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 3,959 shares of SPHY stock, worth $93,828. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,959
Previous 4,308 8.1%
Holding current value
$93,828
Previous $101,000 9.9%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
SELL
$22.82 - $23.32 $7,964 - $8,138
-349 Reduced 8.1%
3,959 $91,000
Q1 2024

May 03, 2024
SELL
$23.14 - $23.52 $120,860 - $122,844
-5,223 Reduced 54.8%
4,308 $101,000
Q4 2023

Jan 26, 2024
BUY
$21.84 - $23.52 $67,201 - $72,371
3,077 Added 47.68%
9,531 $222,000
Q3 2023

Oct 11, 2023
BUY
$22.36 - $23.02 $2,526 - $2,601
113 Added 1.78%
6,454 $144,000
Q2 2023

Aug 08, 2023
BUY
$22.39 - $22.94 $133,018 - $136,286
5,941 Added 1485.25%
6,341 $144,000
Q4 2022

Jan 30, 2023
BUY
$21.71 - $23.0 $8,684 - $9,200
400 New
400 $8,000
Q3 2020

Sep 07, 2021
BUY
$24.5 - $25.64 $13,916 - $14,563
568 New
568 $14,000

Others Institutions Holding SPHY

# of Institutions
353
Shares Held
140M
Call Options Held
0
Put Options Held
0
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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