Mutual Advisors, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Mutual Advisors, LLC

$3.5 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	BUY	$22.82 - $23.32 $1.26 Million - $1.29 Million	55,339 New	55,339 $1.29 Million
Q3 2023 Nov 13, 2023	BUY	$22.36 - $23.02 $278,247 - $286,460	12,444 New	12,444 $278,000

Others Institutions Holding SPHY

# of Institutions

353

Shares Held

141M

Call Options Held

0

Put Options Held

0

Sei Investments CO Oaks, PA

14.6M
Shares

$348 Million
0.49% of portfolio
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL

10.8M
Shares

$259 Million
13.1% of portfolio
Wells Fargo & Company San Francisco, CA

8.22M
Shares

$196 Million
0.05% of portfolio
Neuberger Berman Group LLC New York, NY

8.12M
Shares

$194 Million
0.16% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.79M
Shares

$138 Million
0.04% of portfolio

About SPDR SER TR SPDR PORTFOLIO HIG

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