Iht Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q2 2025

A detailed history of Iht Wealth Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Iht Wealth Management, LLC holds 68,781 shares of SPHY stock, worth $1.62 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
68,781
Previous 65,300 5.33%
Holding current value
$1.62 Million
Previous $1.53 Million 7.0%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$22.4 - $23.8 $77,974 - $82,847
3,481 Added 5.33%
68,781 $1.64 Million
Q1 2025

May 15, 2025
BUY
$23.32 - $23.84 $492,331 - $503,310
21,112 Added 47.78%
65,300 $1.53 Million
Q4 2024

Feb 14, 2025
BUY
$23.29 - $23.93 $393,833 - $404,656
16,910 Added 61.99%
44,188 $1.04 Million
Q3 2024

Nov 14, 2024
BUY
$23.04 - $24.06 $628,485 - $656,308
27,278 New
27,278 $656,000
Q2 2018

Aug 13, 2018
SELL
N/A
-393 Closed
0 $0
Q4 2017

Feb 14, 2018
BUY
N/A
393
393 $10,000

Others Institutions Holding SPHY

# of Institutions
484
Shares Held
260M
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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