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

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025

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 203,097 shares of SPHY stock, worth $4.8 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
203,097
Previous 267,324 24.03%
Holding current value
$4.8 Million
Previous $6.26 Million 24.03%
% of portfolio
0.17%
Previous 0.17%

Shares

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

May 21, 2025
SELL
$23.32 - $23.84 $1.5 Million - $1.53 Million
-64,227 Reduced 24.03%
203,097 $4.76 Million
Q1 2025

May 07, 2025
BUY
$23.32 - $23.84 $4.35 Million - $4.44 Million
186,359 Added 230.17%
267,324 $6.26 Million
Q4 2024

Jan 21, 2025
BUY
$23.29 - $23.93 $273,261 - $280,770
11,733 Added 16.95%
80,965 $1.9 Million
Q3 2024

Nov 14, 2024
BUY
$23.04 - $24.06 $1.5 Million - $1.57 Million
65,273 Added 1648.72%
69,232 $1.67 Million
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
487
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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