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

Prevail Innovative Wealth Advisors, LLC

  • $375 Billion
  • Q1 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 36,202 shares of SPHY stock, worth $850,747. This represents 0.23% of its overall portfolio holdings.

Number of Shares
36,202
Previous 23,668 52.96%
Holding current value
$850,747
Previous $555 Million 52.63%
% of portfolio
0.23%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
485
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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