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

Kingsview Wealth Management, LLC

  • $4.45 Billion
  • Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 52,836 shares of SPHY stock, worth $1.24 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
52,836
Previous 41,893 26.12%
Holding current value
$1.24 Million
Previous $973,000 30.52%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$23.04 - $24.06 $252,126 - $263,288
10,943 Added 26.12%
52,836 $1.27 Million
Q2 2024

Aug 14, 2024
BUY
$22.82 - $23.32 $95,729 - $97,827
4,195 Added 11.13%
41,893 $973,000
Q1 2024

May 09, 2024
BUY
$23.14 - $23.52 $872,331 - $886,656
37,698 New
37,698 $884,000

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
Track This Portfolio

Track Kingsview Wealth Management, LLC Portfolio

Follow Kingsview Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email