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

Pensionmark Financial Group, LLC

  • $3.72 Billion
  • Q1 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 15,170 shares of SPHY stock, worth $358,315. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,170
Previous 8,996 68.63%
Holding current value
$358,315
Previous $211,000 68.25%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 29, 2025
BUY
$23.32 - $23.84 $143,977 - $147,188
6,174 Added 68.63%
15,170 $355,000
Q4 2024

Feb 12, 2025
SELL
$23.29 - $23.93 $24,710 - $25,389
-1,061 Reduced 10.55%
8,996 $211,000
Q3 2024

Nov 25, 2024
SELL
$23.04 - $24.06 $3.65 Million - $3.82 Million
-158,607 Reduced 94.04%
10,057 $241,000
Q3 2024

Nov 14, 2024
BUY
$23.04 - $24.06 $3.89 Million - $4.06 Million
168,664 New
168,664 $4.06 Million

Others Institutions Holding SPHY

# of Institutions
488
Shares Held
255M
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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