Next Level Wealth Planning, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Next Level Wealth Planning, LLC

  • $156 Billion
  • Q2 2025

A detailed history of Next Level Wealth Planning, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 14,625 shares of SPHY stock, worth $345,735. This represents 0.22% of its overall portfolio holdings.

Number of Shares
14,625
Previous 11,687 25.14%
Holding current value
$345,735
Previous $274 Million 27.17%
% of portfolio
0.22%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$22.4 - $23.8 $65,811 - $69,924
2,938 Added 25.14%
14,625 $348 Million
Q1 2025

May 06, 2025
BUY
$23.32 - $23.84 $272,540 - $278,618
11,687 New
11,687 $274 Million

Others Institutions Holding SPHY

# of Institutions
490
Shares Held
260M
Call Options Held
11.2K
Put Options Held
6.4K
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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