Lgt Financial Advisors LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Lgt Financial Advisors LLC

$40.5 Billion
Q3 2024

A detailed history of Lgt Financial Advisors LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 179 shares of SPHY stock, worth $4,244. This represents 0.01% of its overall portfolio holdings.

Number of Shares

179

Holding current value

$4,244

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	BUY	$23.04 - $24.06 $4,124 - $4,306	179 New	179 $4.3 Million

Others Institutions Holding SPHY

# of Institutions

383

Shares Held

148M

Call Options Held

Put Options Held

Sei Investments CO Oaks, PA

15M
Shares

$356 Million
0.48% of portfolio
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL

13.5M
Shares

$320 Million
13.48% of portfolio
Wells Fargo & Company San Francisco, CA

8.24M
Shares

$195 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.24M
Shares

$148 Million
0.04% of portfolio
Wright Fund Management, LLC Santa Monica, CA

5.93M
Shares

$141 Million
6.27% of portfolio

View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

Ticker SPHY
Sector ETFs
Industry ETFs

More about SPHY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lgt Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lgt Financial Advisors LLC with notifications on news.

Account

Lgt Financial Advisors LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History