Personal Wealth Partners Spdr Ser Tr Spdr Portfolio Hig Transaction History

Personal Wealth Partners

$0
Q2 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	$22.34 - $25.22 $465,677 - $525,710	-20,845 Closed	0 $0
Q1 2022 Apr 25, 2022	BUY	$24.49 - $26.54 $510,494 - $553,226	20,845 New	20,845 $523,000

Others Institutions Holding SPHY

# of Institutions

382

Shares Held

148M

Call Options Held

0

Put Options Held

0

Sei Investments CO Oaks, PA

15M
Shares

$356 Million
0.48% of portfolio
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL

13.5M
Shares

$321 Million
13.48% of portfolio
Wells Fargo & Company San Francisco, CA

8.24M
Shares

$196 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.24M
Shares

$148 Million
0.04% of portfolio
Wright Fund Management, LLC Santa Monica, CA

5.93M
Shares

$141 Million
6.27% of portfolio

About SPDR SER TR SPDR PORTFOLIO HIG

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