Rooted Wealth Advisors, Inc. Spdr Ser Tr Spdr Portfolio Hig Transaction History

Rooted Wealth Advisors, Inc.

$224 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 26, 2023	BUY	$22.29 - $23.4 $118,984 - $124,909	5,338 Added 12.28%	48,817 $1.12 Million
Q4 2022 Feb 13, 2023	BUY	$21.71 - $23.0 $943,929 - $1 Million	43,479 New	43,479 $971,000

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

$358 Million
0.48% of portfolio
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL

13.5M
Shares

$322 Million
13.48% of portfolio
Wells Fargo & Company San Francisco, CA

8.24M
Shares

$197 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.24M
Shares

$149 Million
0.04% of portfolio
Wright Fund Management, LLC Santa Monica, CA

5.93M
Shares

$142 Million
6.27% of portfolio

About SPDR SER TR SPDR PORTFOLIO HIG

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