Institute For Wealth Management, Llc. Spdr Ser Tr Spdr Portfolio Hig Transaction History

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Nov 03, 2020
SELL
$24.5 - $25.64 $325,776 - $340,935
-13,297 Closed
0 $0
Q2 2020

Jul 30, 2020
BUY
$21.97 - $25.19 $21,662 - $24,837
986 Added 8.01%
13,297 $326,000
Q1 2020

Apr 29, 2020
SELL
$20.62 - $26.56 $2,288 - $2,948
-111 Reduced 0.89%
12,311 $278,000
Q4 2019

Feb 27, 2020
BUY
$25.83 - $26.41 $312,413 - $319,428
12,095 Added 3698.78%
12,422 $327,000
Q4 2019

Jan 27, 2020
SELL
$25.83 - $26.41 $287,436 - $293,890
-11,128 Reduced 97.15%
327 $327,000
Q3 2019

Oct 28, 2019
BUY
$26.11 - $26.22 $24,908 - $25,013
954 Added 9.08%
11,455 $300,000
Q2 2019

Aug 02, 2019
SELL
N/A
-79 Reduced 0.75%
10,501 $275,000
Q1 2019

May 15, 2019
BUY
N/A
45 Added 0.43%
10,580 $275,000
Q4 2018

Feb 08, 2019
BUY
N/A
105 Added 1.01%
10,535 $260,000
Q3 2018

Oct 29, 2018
SELL
N/A
-348 Reduced 3.23%
10,430 $262,000
Q2 2018

Aug 10, 2018
BUY
N/A
61 Added 0.57%
10,778 $272,000
Q1 2018

May 15, 2018
BUY
N/A
10,717 New
10,717 $271,000

Others Institutions Holding SPHY

# of Institutions
383
Shares Held
148M
Call Options Held
0
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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