Hurlow Wealth Management Group, Inc. Spdr Ser Tr Spdr Portfolio Hig Transaction History

Hurlow Wealth Management Group, Inc.

  • $318 Million
  • Q1 2025

A detailed history of Hurlow Wealth Management Group, Inc. transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Hurlow Wealth Management Group, Inc. holds 162,919 shares of SPHY stock, worth $3.85 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
162,919
Previous 152,371 6.92%
Holding current value
$3.85 Million
Previous $3.58 Million 6.68%
% of portfolio
1.2%
Previous 1.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$23.32 - $23.84 $245,979 - $251,464
10,548 Added 6.92%
162,919 $3.82 Million
Q4 2024

Feb 12, 2025
BUY
$23.29 - $23.93 $158,930 - $163,298
6,824 Added 4.69%
152,371 $3.58 Million
Q3 2024

Oct 07, 2024
BUY
$23.04 - $24.06 $3.35 Million - $3.5 Million
145,547 New
145,547 $3.5 Million

Others Institutions Holding SPHY

# of Institutions
484
Shares Held
254M
Call Options Held
11.2K
Put Options Held
7.44K
View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

SPHY Quotes by TradingView
  • Ticker SPHY
  • Sector ETFs
  • Industry ETFs
More about SPHY
Track This Portfolio

Track Hurlow Wealth Management Group, Inc. Portfolio

Follow Hurlow Wealth Management Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hurlow Wealth Management Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Hurlow Wealth Management Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email