Modern Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Modern Wealth Management, LLC holds 36,694 shares of SPHY stock, worth $870,014. This represents 0.05% of its overall portfolio holdings.

Number of Shares
36,694
Previous 28,304 29.64%
Holding current value
$870,014
Previous $657 Million 34.22%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$23.04 - $24.06 $193,305 - $201,863
8,390 Added 29.64%
36,694 $882 Million
Q2 2024

Aug 07, 2024
BUY
$22.82 - $23.32 $80,988 - $82,762
3,549 Added 14.34%
28,304 $657 Million
Q1 2024

May 13, 2024
BUY
$23.14 - $23.52 $572,830 - $582,237
24,755 New
24,755 $574 Million

Others Institutions Holding SPHY

# of Institutions
413
Shares Held
148M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

SPHY Quotes by TradingView
  • Ticker SPHY
  • Sector ETFs
  • Industry ETFs
More about SPHY
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