Nelson, Van Denburg & Campbell Wealth Management Group, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.63 Billion
  • Q4 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 59,258 shares of SPHY stock, worth $1.4 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
59,258
Previous 77,699 23.73%
Holding current value
$1.4 Million
Previous $1.87 Million 25.59%
% of portfolio
0.05%
Previous 0.08%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$23.29 - $23.93 $429,490 - $441,293
-18,441 Reduced 23.73%
59,258 $1.39 Million
Q3 2024

Nov 08, 2024
SELL
$23.04 - $24.06 $377,579 - $394,295
-16,388 Reduced 17.42%
77,699 $1.87 Million
Q2 2024

Aug 13, 2024
SELL
$22.82 - $23.32 $87,948 - $89,875
-3,854 Reduced 3.94%
94,087 $2.19 Million
Q1 2024

Apr 30, 2024
SELL
$23.14 - $23.52 $2.88 Million - $2.93 Million
-124,474 Reduced 55.96%
97,941 $2.3 Million
Q4 2023

Jan 30, 2024
BUY
$21.84 - $23.52 $4.48 Million - $4.82 Million
204,959 Added 1174.15%
222,415 $5.2 Million
Q3 2023

Oct 17, 2023
BUY
$22.36 - $23.02 $390,316 - $401,837
17,456 New
17,456 $391,000
Q1 2023

May 10, 2023
BUY
$22.29 - $23.4 $8,470 - $8,892
380 New
380 $8,000
Q2 2021

Jul 27, 2021
BUY
$26.46 - $26.89 $38,658 - $39,286
1,461 Added 9.39%
17,027 $457,000
Q1 2021

May 11, 2021
BUY
$26.19 - $26.75 $407,673 - $416,390
15,566 New
15,566 $413,000

Others Institutions Holding SPHY

# of Institutions
420
Shares Held
151M
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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