Monumental Financial Group Inc. Spdr Ser Tr Spdr Portfolio Hig Transaction History

Monumental Financial Group Inc.

$269 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 28, 2022	SELL	$22.34 - $25.22 $37,866 - $42,747	-1,695 Closed	0 $0
Q1 2022 May 11, 2022	BUY	$24.49 - $26.54 $41,510 - $44,985	1,695 New	1,695 $43,000

Others Institutions Holding SPHY

# of Institutions

382

Shares Held

148M

Call Options Held

0

Put Options Held

0

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

$321 Million
13.48% of portfolio
Wells Fargo & Company San Francisco, CA

8.24M
Shares

$196 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

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