A detailed history of Phillips Financial Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Phillips Financial Management, LLC holds 15,433 shares of SPHY stock, worth $366,842. This represents 0.03% of its overall portfolio holdings.

Number of Shares
15,433
Previous 14,151 9.06%
Holding current value
$366,842
Previous $328,000 13.11%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 07, 2024

BUY
$23.04 - $24.06 $29,537 - $30,844
1,282 Added 9.06%
15,433 $371,000
Q2 2024

Aug 08, 2024

SELL
$22.82 - $23.32 $8,466 - $8,651
-371 Reduced 2.55%
14,151 $328,000
Q1 2024

Apr 23, 2024

BUY
$23.14 - $23.52 $12,865 - $13,077
556 Added 3.98%
14,522 $340,000
Q4 2023

Jan 25, 2024

SELL
$21.84 - $23.52 $73,185 - $78,815
-3,351 Reduced 19.35%
13,966 $326,000
Q3 2023

Nov 09, 2023

BUY
$22.36 - $23.02 $8,854 - $9,115
396 Added 2.34%
17,317 $388,000
Q1 2023

May 08, 2023

BUY
$22.29 - $23.4 $117,668 - $123,528
5,279 Added 45.34%
16,921 $388,000
Q4 2022

Jan 24, 2023

BUY
$21.71 - $23.0 $70,492 - $74,681
3,247 Added 38.68%
11,642 $0
Q3 2022

Nov 08, 2022

BUY
$21.7 - $23.98 $182,171 - $201,312
8,395 New
8,395 $183,000

Others Institutions Holding SPHY

About SPDR SER TR SPDR PORTFOLIO HIG


  • Ticker SPHY
  • Sector ETFs
  • Industry ETFs
More about SPHY
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