Retirement Guys Formula LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Retirement Guys Formula LLC

$210 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Jul 18, 2022	SELL	$24.49 - $26.54 $3.17 Million - $3.44 Million	-129,453 Closed	0 $0
Q4 2021 Jul 18, 2022	BUY	$26.1 - $26.75 $3.38 Million - $3.46 Million	129,453 New	129,453 $3.44 Million

Others Institutions Holding SPHY

# of Institutions

383

Shares Held

148M

Call Options Held

0

Put Options Held

0

Sei Investments CO Oaks, PA

15M
Shares

$351 Million
0.48% of portfolio
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL

13.5M
Shares

$316 Million
13.48% of portfolio
Wells Fargo & Company San Francisco, CA

8.24M
Shares

$193 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.24M
Shares

$146 Million
0.04% of portfolio
Wright Fund Management, LLC Santa Monica, CA

5.93M
Shares

$139 Million
6.27% of portfolio

About SPDR SER TR SPDR PORTFOLIO HIG

Ticker SPHY
Sector ETFs
Industry ETFs

More about SPHY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Guys Formula LLC, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Guys Formula LLC with notifications on news.