Instrumental Wealth, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Instrumental Wealth, LLC

$103 Billion
Q3 2024

A detailed history of Instrumental Wealth, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Instrumental Wealth, LLC holds 13,942 shares of SPHY stock, worth $327,079. This represents 0.32% of its overall portfolio holdings.

Number of Shares

13,942

Previous 13,375 4.24%

Holding current value

$327,079

Previous $314 Million 5.84%

% of portfolio

0.32%

Previous 0.32%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$23.04 - $24.06 $13,063 - $13,642	567 Added 4.24%	13,942 $332 Million
Q2 2024 Jul 26, 2024	BUY	$22.82 - $23.32 $5,248 - $5,363	230 Added 1.75%	13,375 $314 Million
Q1 2024 May 29, 2024	SELL	$23.14 - $23.52 $18,512 - $18,816	-800 Reduced 5.74%	13,145 $304 Million
Q4 2023 Jan 25, 2024	SELL	$21.84 - $23.52 $480 - $517	-22 Reduced 0.16%	13,945 $325 Million
Q3 2023 Oct 18, 2023	BUY	$22.36 - $23.02 $8,944 - $9,208	400 Added 2.95%	13,967 $307 Million
Q2 2023 Jul 13, 2023	BUY	$22.39 - $22.94 $9,627 - $9,864	430 Added 3.27%	13,567 $310 Million
Q1 2023 May 04, 2023	BUY	$22.29 - $23.4 $292,823 - $307,405	13,137 New	13,137 $298 Million

Others Institutions Holding SPHY

# of Institutions

383

Shares Held

148M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

Ticker SPHY
Sector ETFs
Industry ETFs

More about SPHY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Instrumental Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Instrumental Wealth, LLC with notifications on news.

Account

Instrumental Wealth, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History