A detailed history of New Insight Wealth Advisors transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, New Insight Wealth Advisors holds 37,490 shares of SPHY stock, worth $879,140. This represents 0.47% of its overall portfolio holdings.

Number of Shares
37,490
Previous 24,485 53.11%
Holding current value
$879,140
Previous $569 Million 58.52%
% of portfolio
0.47%
Previous 0.33%

Shares

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

Nov 13, 2024

BUY
$23.04 - $24.06 $299,635 - $312,900
13,005 Added 53.11%
37,490 $902 Million
Q2 2024

Aug 15, 2024

BUY
$22.82 - $23.32 $558,747 - $570,990
24,485 New
24,485 $569 Million

Others Institutions Holding SPHY

About SPDR SER TR SPDR PORTFOLIO HIG


  • Ticker SPHY
  • Sector ETFs
  • Industry ETFs
More about SPHY
Track This Portfolio

Track New Insight Wealth Advisors Portfolio

Follow New Insight Wealth Advisors 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 New Insight Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on New Insight Wealth Advisors with notifications on news.