Herold Advisors, Inc. Spdr Ser Tr Spdr Portfolio Hig Transaction History

Herold Advisors, Inc.

$443 Million
Q4 2024

A detailed history of Herold Advisors, Inc. transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Herold Advisors, Inc. holds 61,751 shares of SPHY stock, worth $1.47 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

61,751

Previous 62,868 1.78%

Holding current value

$1.47 Million

Previous $1.51 Million 4.1%

% of portfolio

0.33%

Previous 0.34%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$23.29 - $23.93 $26,014 - $26,729	-1,117 Reduced 1.78%	61,751 $1.45 Million
Q3 2024 Nov 14, 2024	BUY	$23.04 - $24.06 $74,880 - $78,195	3,250 Added 5.45%	62,868 $1.51 Million
Q2 2024 Jul 24, 2024	BUY	$22.82 - $23.32 $13,030 - $13,315	571 Added 0.97%	59,618 $1.38 Million
Q1 2024 May 10, 2024	SELL	$23.14 - $23.52 $2,545 - $2,587	-110 Reduced 0.19%	59,047 $1.39 Million
Q4 2023 Feb 02, 2024	BUY	$21.84 - $23.52 $1.29 Million - $1.39 Million	59,157 New	59,157 $1.38 Million

Others Institutions Holding SPHY

# of Institutions

441

Shares Held

186M

Call Options Held

Put Options Held

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About SPDR SER TR SPDR PORTFOLIO HIG

Ticker SPHY
Sector ETFs
Industry ETFs

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Herold Advisors, Inc. Spdr Ser Tr Spdr Portfolio Hig Transaction History