Glassman Wealth Services Spdr Ser Tr Spdr Portfolio Hig Transaction History

Glassman Wealth Services

$585 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 03, 2024	BUY	$23.14 - $23.52 $4,928 - $5,009	213 Added 92.21%	444 $10,000
Q4 2023 Feb 09, 2024	BUY	$21.84 - $23.52 $131 - $141	6 Added 2.67%	231 $5,000
Q3 2023 Nov 13, 2023	BUY	$22.36 - $23.02 $5,031 - $5,179	225 New	225 $5,000

Others Institutions Holding SPHY

# of Institutions

383

Shares Held

148M

Call Options Held

0

Put Options Held

0

Sei Investments CO Oaks, PA

15M
Shares

$353 Million
0.48% of portfolio
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL

13.5M
Shares

$318 Million
13.48% of portfolio
Wells Fargo & Company San Francisco, CA

8.24M
Shares

$194 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.24M
Shares

$147 Million
0.04% of portfolio
Wright Fund Management, LLC Santa Monica, CA

5.93M
Shares

$140 Million
6.27% of portfolio

About SPDR SER TR SPDR PORTFOLIO HIG

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