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

Retirement Guys Formula LLC

$193 Million
Q1 2025

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

468

Shares Held

211M

Call Options Held

0

Put Options Held

0

Ilmarinen Mutual Pension Insurance CO Helsinki, H9

28.1M
Shares

$653 Million
5.65% of portfolio
Sei Investments CO Oaks, PA

15.8M
Shares

$367 Million
0.49% of portfolio
Wright Fund Management, LLC Santa Monica, CA

10.5M
Shares

$244 Million
8.82% of portfolio
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL

9.36M
Shares

$218 Million
7.04% of portfolio
Wells Fargo & Company San Francisco, CA

8.66M
Shares

$201 Million
0.05% of portfolio

About SPDR SER TR SPDR PORTFOLIO HIG

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