Hhm Wealth Advisors, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Hhm Wealth Advisors, LLC

$697 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 05, 2024	SELL	$21.84 - $23.52 $5,350 - $5,762	-245 Reduced 21.78%	880 $20,000
Q4 2021 Feb 03, 2022	BUY	$26.1 - $26.75 $29,362 - $30,093	1,125 New	1,125 $30,000

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

$359 Million
0.48% of portfolio
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL

13.5M
Shares

$323 Million
13.48% of portfolio
Wells Fargo & Company San Francisco, CA

8.24M
Shares

$197 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.24M
Shares

$149 Million
0.04% of portfolio
Wright Fund Management, LLC Santa Monica, CA

5.93M
Shares

$142 Million
6.27% of portfolio

About SPDR SER TR SPDR PORTFOLIO HIG

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