Omega Financial Group, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Omega Financial Group, LLC

  • $260 Million
  • Q1 2025

A detailed history of Omega Financial Group, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Omega Financial Group, LLC holds 335,700 shares of SPHY stock, worth $7.96 Million. This represents 3.02% of its overall portfolio holdings.

Number of Shares
335,700
Previous 318,827 5.29%
Holding current value
$7.96 Million
Previous $7.48 Million 5.08%
% of portfolio
3.02%
Previous 2.83%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
BUY
$23.32 - $23.84 $393,478 - $402,252
16,873 Added 5.29%
335,700 $7.86 Million
Q4 2024

Jan 14, 2025
BUY
$23.29 - $23.93 $551,670 - $566,829
23,687 Added 8.03%
318,827 $7.48 Million
Q3 2024

Oct 07, 2024
BUY
$23.04 - $24.06 $6.8 Million - $7.1 Million
295,140 New
295,140 $7.1 Million

Others Institutions Holding SPHY

# of Institutions
484
Shares Held
254M
Call Options Held
11.2K
Put Options Held
7.44K
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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