Meriwether Wealth & Planning, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Meriwether Wealth & Planning, LLC

  • $177 Billion
  • Q4 2025

A detailed history of Meriwether Wealth & Planning, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Meriwether Wealth & Planning, LLC holds 140,350 shares of SPHY stock, worth $3.31 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares
140,350
Previous 134,426 4.41%
Holding current value
$3.31 Million
Previous $3.22 Billion 3.23%
% of portfolio
1.87%
Previous 1.86%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
BUY
$23.54 - $23.93 $139,450 - $141,761
5,924 Added 4.41%
140,350 $3.32 Billion
Q3 2025

Oct 14, 2025
BUY
$23.54 - $23.97 $98,656 - $100,458
4,191 Added 3.22%
134,426 $3.22 Billion
Q2 2025

Jul 11, 2025
BUY
$22.4 - $23.8 $64,019 - $68,020
2,858 Added 2.24%
130,235 $3.1 Billion
Q1 2025

Apr 21, 2025
BUY
$23.32 - $23.84 $372,793 - $381,106
15,986 Added 14.35%
127,377 $2.98 Billion
Q4 2024

Feb 07, 2025
BUY
$23.29 - $23.93 $2.59 Million - $2.67 Million
111,391 New
111,391 $2.61 Billion

Others Institutions Holding SPHY

# of Institutions
523
Shares Held
282M
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 Meriwether Wealth & Planning, LLC Portfolio

Follow Meriwether Wealth & Planning, 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 Meriwether Wealth & Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meriwether Wealth & Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email