Martel Wealth Advisors Inc Spdr Ser Tr Spdr Portfolio Hig Transaction History

Martel Wealth Advisors Inc

  • $571 Billion
  • Q3 2025

A detailed history of Martel Wealth Advisors Inc transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 87,843 shares of SPHY stock, worth $2.07 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
87,843
Previous 84,256 4.26%
Holding current value
$2.07 Million
Previous $2.01 Billion 4.87%
% of portfolio
0.37%
Previous 0.37%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$23.54 - $23.97 $84,437 - $85,980
3,587 Added 4.26%
87,843 $2.1 Billion
Q2 2025

Jul 17, 2025
BUY
$22.4 - $23.8 $1.89 Million - $2.01 Million
84,256 New
84,256 $2.01 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

SPHY Quotes by TradingView
  • Ticker SPHY
  • Sector ETFs
  • Industry ETFs
More about SPHY
Track This Portfolio

Track Martel Wealth Advisors Inc Portfolio

Follow Martel Wealth Advisors Inc 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 Martel Wealth Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Martel Wealth Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email