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

Kingsview Wealth Management, LLC

$5.28 Billion
Q2 2025

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 96,391 shares of SPHY stock, worth $2.29 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

96,391

Previous 69,598 38.5%

Holding current value

$2.29 Million

Previous $1.63 Million 40.82%

% of portfolio

0.04%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$22.4 - $23.8 $600,163 - $637,673	26,793 Added 38.5%	96,391 $2.29 Million
Q1 2025 May 02, 2025	BUY	$23.32 - $23.84 $277,671 - $283,862	11,907 Added 20.64%	69,598 $1.63 Million
Q4 2024 Jan 28, 2025	BUY	$23.29 - $23.93 $113,072 - $116,180	4,855 Added 9.19%	57,691 $1.35 Million
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

488

Shares Held

260M

Call Options Held

37K

Put Options Held

View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

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