Jacobson & Schmitt Advisors, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Jacobson & Schmitt Advisors, LLC

$481 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	BUY	$22.39 - $22.94 $1.6 Million - $1.64 Million	71,492 New	71,492 $1.63 Million

Others Institutions Holding SPHY

# of Institutions

492

Shares Held

263M

Call Options Held

11.2K

Put Options Held

7.44K

Bank Of America Corp Charlotte, NC

41.5M
Shares

$986 Million
0.08% of portfolio
Ilmarinen Mutual Pension Insurance CO Helsinki, H9

30.8M
Shares

$731 Million
6.39% of portfolio
Sei Investments CO Oaks, PA

15.9M
Shares

$378 Million
0.5% of portfolio
Wells Fargo & Company San Francisco, CA

11.5M
Shares

$274 Million
0.06% of portfolio
Wright Fund Management, LLC Santa Monica, CA

10.5M
Shares

$249 Million
8.82% of portfolio

About SPDR SER TR SPDR PORTFOLIO HIG

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