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 59,047 shares of SPHY stock, worth $1.37 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
59,047
Previous 59,157 0.19%
Holding current value
$1.37 Million
Previous $1.38 Billion 0.16%
% of portfolio
0.97%
Previous 1.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR SER TR SPDR PORTFOLIO HIG


  • Ticker SPHY
  • Sector ETFs
  • Industry ETFs
More about SPHY
Track This Portfolio

Track Lantern Wealth Advisors, LLC Portfolio

Follow Lantern Wealth Advisors, 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 Lantern Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lantern Wealth Advisors, LLC with notifications on news.