Lantern Wealth Advisors, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Lantern Wealth Advisors, LLC

$189 Billion
Q3 2025

A detailed history of Lantern Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 67,283 shares of SPHY stock, worth $1.59 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

67,283

Previous 69,459 3.13%

Holding current value

$1.59 Million

Previous $1.65 Billion 2.56%

% of portfolio

0.85%

Previous 0.98%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 26, 2025	SELL	$23.54 - $23.97 $51,223 - $52,158	-2,176 Reduced 3.13%	67,283 $1.61 Billion
Q2 2025 Aug 14, 2025	BUY	$22.4 - $23.8 $172,659 - $183,450	7,708 Added 12.48%	69,459 $1.65 Billion
Q4 2024 Feb 14, 2025	SELL	$23.29 - $23.93 $33,001 - $33,908	-1,417 Reduced 2.24%	61,751 $1.45 Billion
Q3 2024 Nov 14, 2024	BUY	$23.04 - $24.06 $81,792 - $85,413	3,550 Added 5.95%	63,168 $1.52 Billion
Q2 2024 Aug 14, 2024	BUY	$22.82 - $23.32 $13,030 - $13,315	571 Added 0.97%	59,618 $1.38 Billion

Q1 2024 May 14, 2024	SELL	$23.14 - $23.52 $2,545 - $2,587	-110 Reduced 0.19%	59,047 $1.39 Billion
Q4 2023 Feb 14, 2024	BUY	$21.84 - $23.52 $1.29 Million - $1.39 Million	59,157 New	59,157 $1.38 Billion

Others Institutions Holding SPHY

# of Institutions

519

Shares Held

280M

Call Options Held

32.1K

Put Options Held

8.9K

View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

Ticker SPHY
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Lantern Wealth Advisors, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History