Integrated Wealth Concepts LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 12,071 shares of SPHY stock, worth $285,237. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,071
Previous 11,115 8.6%
Holding current value
$285,237
Previous $260,000 10.38%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
$22.4 - $23.8 $21,414 - $22,752
956 Added 8.6%
12,071 $287,000
Q1 2025

May 15, 2025
BUY
$23.32 - $23.84 $17,373 - $17,760
745 Added 7.18%
11,115 $260,000
Q4 2024

Feb 14, 2025
BUY
$23.29 - $23.93 $241,517 - $248,154
10,370 New
10,370 $243,000
Q1 2024

May 15, 2024
BUY
$23.14 - $23.52 $210,712 - $214,173
9,106 New
9,106 $213,000
Q2 2022

Aug 08, 2022
SELL
$22.34 - $25.22 $178,720 - $201,760
-8,000 Closed
0 $0
Q1 2022

May 12, 2022
BUY
$24.49 - $26.54 $195,920 - $212,320
8,000 New
8,000 $201,000

Others Institutions Holding SPHY

# of Institutions
503
Shares Held
255M
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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