Heritage Oak Wealth Advisors LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Heritage Oak Wealth Advisors LLC

  • $275 Billion
  • Q3 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 96,735 shares of SPHY stock, worth $2.3 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
96,735
Previous 93,613 3.34%
Holding current value
$2.3 Million
Previous $2.23 Billion 3.94%
% of portfolio
0.84%
Previous 0.86%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$23.54 - $23.97 $73,491 - $74,834
3,122 Added 3.34%
96,735 $2.32 Billion
Q2 2025

Jul 15, 2025
BUY
$22.4 - $23.8 $2.1 Million - $2.23 Million
93,613 New
93,613 $2.23 Billion
Q4 2024

Feb 05, 2025
BUY
$23.29 - $23.93 $805,717 - $827,858
34,595 New
34,595 $812 Million
Q2 2024

Aug 28, 2024
BUY
$22.82 - $23.32 $2.73 Million - $2.79 Million
119,620 New
119,620 $2.78 Billion

Others Institutions Holding SPHY

# of Institutions
491
Shares Held
254M
Call Options Held
37K
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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