Prevail Innovative Wealth Advisors, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Prevail Innovative Wealth Advisors, LLC

  • $515 Billion
  • Q3 2025

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 72,257 shares of SPHY stock, worth $1.7 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
72,257
Previous 46,952 53.9%
Holding current value
$1.7 Million
Previous $1.12 Billion 54.8%
% of portfolio
0.34%
Previous 0.25%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$23.54 - $23.97 $595,679 - $606,560
25,305 Added 53.9%
72,257 $1.73 Billion
Q2 2025

Aug 14, 2025
BUY
$22.4 - $23.8 $240,799 - $255,850
10,750 Added 29.69%
46,952 $1.12 Billion
Q1 2025

May 02, 2025
BUY
$23.32 - $23.84 $292,292 - $298,810
12,534 Added 52.96%
36,202 $848 Million
Q4 2024

Feb 12, 2025
BUY
$23.29 - $23.93 $167,129 - $171,721
7,176 Added 43.51%
23,668 $555 Million
Q3 2024

Nov 13, 2024
BUY
$23.04 - $24.06 $379,975 - $396,797
16,492 New
16,492 $397 Million

Others Institutions Holding SPHY

# of Institutions
518
Shares Held
280M
Call Options Held
32.1K
Put Options Held
8.9K
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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