Leading Edge Financial Planning LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History
Leading Edge Financial Planning LLC
- $299 Billion
- Q3 2024
A detailed history of Leading Edge Financial Planning LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 122,024 shares of SPHY stock, worth $2.9 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
122,024
Previous 119,169
2.4%
Holding current value
$2.9 Million
Previous $2.77 Billion
6.01%
% of portfolio
0.98%
Previous 1.11%
Shares
5 transactions
Others Institutions Holding SPHY
# of Institutions
382Shares Held
148MCall Options Held
0Put Options Held
0-
Sei Investments CO Oaks, PA15MShares$356 Million0.48% of portfolio
-
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL13.5MShares$321 Million13.48% of portfolio
-
Wells Fargo & Company San Francisco, CA8.24MShares$196 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.24MShares$148 Million0.04% of portfolio
-
Wright Fund Management, LLC Santa Monica, CA5.93MShares$141 Million6.27% of portfolio