Great Valley Advisor Group, Inc. Spdr Ser Tr Spdr Portfolio Hig Transaction History

Great Valley Advisor Group, Inc.

$4.08 Billion
Q2 2025

A detailed history of Great Valley Advisor Group, Inc. transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 342,997 shares of SPHY stock, worth $8.11 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

342,997

Previous 437,639 21.63%

Holding current value

$8.11 Million

Previous $10.2 Million 20.35%

% of portfolio

0.2%

Previous 0.25%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$22.4 - $23.8 $2.12 Million - $2.25 Million	-94,642 Reduced 21.63%	342,997 $8.16 Million
Q1 2025 May 08, 2025	SELL	$23.32 - $23.84 $471,437 - $481,949	-20,216 Reduced 4.42%	437,639 $10.2 Million
Q4 2024 Feb 24, 2025	SELL	$23.29 - $23.93 $1.18 Million - $1.21 Million	-50,487 Reduced 9.93%	457,855 $10.7 Million
Q3 2024 Nov 12, 2024	SELL	$23.04 - $24.06 $18.3 Million - $19.1 Million	-793,081 Reduced 60.94%	508,342 $12.2 Million
Q2 2024 Jul 16, 2024	BUY	$22.82 - $23.32 $4.64 Million - $4.74 Million	203,402 Added 18.52%	1,301,423 $30.2 Million
Q1 2024 May 03, 2024	BUY	$23.14 - $23.52 $5.55 Million - $5.64 Million	239,805 Added 27.94%	1,098,021 $25.8 Million
Q4 2023 Feb 05, 2024	BUY	$21.84 - $23.52 $18.7 Million - $20.2 Million	858,216 New	858,216 $20.1 Million

Others Institutions Holding SPHY

# of Institutions

482

Shares Held

260M

Call Options Held

37K

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 Great Valley Advisor Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Great Valley Advisor Group, Inc. with notifications on news.

Account

Great Valley Advisor Group, Inc. Spdr Ser Tr Spdr Portfolio Hig Transaction History