Sheets Smith Wealth Management Spdr Ser Tr Spdr Portfolio Hig Transaction History

Sheets Smith Wealth Management

  • $807 Million
  • Q3 2024

A detailed history of Sheets Smith Wealth Management transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Sheets Smith Wealth Management holds 73,426 shares of SPHY stock, worth $1.75 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
73,426
Previous 73,210 0.3%
Holding current value
$1.75 Million
Previous $1.7 Million 3.82%
% of portfolio
0.22%
Previous 0.21%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$23.04 - $24.06 $4,976 - $5,196
216 Added 0.3%
73,426 $1.77 Million
Q2 2024

Jul 30, 2024
SELL
$22.82 - $23.32 $14,148 - $14,458
-620 Reduced 0.84%
73,210 $1.7 Million
Q1 2024

May 08, 2024
BUY
$23.14 - $23.52 $7,543 - $7,667
326 Added 0.44%
73,830 $1.73 Million
Q4 2023

Feb 06, 2024
SELL
$21.84 - $23.52 $17,777 - $19,145
-814 Reduced 1.1%
73,504 $1.72 Million
Q3 2023

Oct 23, 2023
BUY
$22.36 - $23.02 $27,748 - $28,567
1,241 Added 1.7%
74,318 $1.67 Million
Q2 2023

Aug 09, 2023
BUY
$22.39 - $22.94 $23,912 - $24,499
1,068 Added 1.48%
73,077 $1.67 Million
Q1 2023

May 26, 2023
BUY
$22.29 - $23.4 $1.6 Million - $1.68 Million
71,986 Added 312982.62%
72,009 $1.65 Million
Q1 2023

May 12, 2023
SELL
$22.29 - $23.4 $1.58 Million - $1.66 Million
-70,999 Reduced 99.97%
23 $0
Q4 2022

Mar 08, 2023
BUY
$21.71 - $23.0 $977,275 - $1.04 Million
45,015 Added 173.09%
71,022 $1.59 Million
Q3 2022

Nov 01, 2022
BUY
$21.7 - $23.98 $8,484 - $9,376
391 Added 1.53%
26,007 $567,000
Q2 2022

Jul 27, 2022
BUY
$22.34 - $25.22 $572,261 - $646,035
25,616 New
25,616 $575,000
Q1 2022

May 02, 2022
SELL
$24.49 - $26.54 $189,675 - $205,552
-7,745 Closed
0 $0
Q4 2021

Jan 20, 2022
BUY
$26.1 - $26.75 $391 - $401
15 Added 0.19%
7,745 $206,000
Q3 2021

Oct 15, 2021
SELL
$26.6 - $26.94 $2,340 - $2,370
-88 Reduced 1.13%
7,730 $207,000
Q2 2021

Aug 03, 2021
BUY
$26.46 - $26.89 $582 - $591
22 Added 0.28%
7,818 $210,000
Q1 2021

Apr 23, 2021
SELL
$26.19 - $26.75 $2,121 - $2,166
-81 Reduced 1.03%
7,796 $207,000
Q4 2020

Jan 13, 2021
BUY
$25.15 - $26.49 $198,106 - $208,661
7,877 New
7,877 $209,000
Q2 2020

Jul 17, 2020
SELL
$21.97 - $25.19 $341,303 - $391,326
-15,535 Closed
0 $0
Q1 2020

Apr 28, 2020
SELL
$20.62 - $26.56 $2,701 - $3,479
-131 Reduced 0.84%
15,535 $350,000
Q4 2019

Jan 24, 2020
BUY
$25.83 - $26.41 $15,343 - $15,687
594 Added 3.94%
15,666 $413,000
Q3 2019

Oct 28, 2019
BUY
$26.11 - $26.22 $43,420 - $43,603
1,663 Added 12.4%
15,072 $394,000
Q2 2019

Jul 12, 2019
BUY
N/A
586 Added 4.57%
13,409 $351,000
Q1 2019

May 13, 2019
BUY
N/A
205 Added 1.62%
12,823 $334,000
Q4 2018

Jan 11, 2019
SELL
N/A
-1,342 Reduced 9.61%
12,618 $312,000
Q3 2018

Oct 15, 2018
BUY
N/A
13,960 New
13,960 $357,000
Q2 2018

Jul 26, 2018
SELL
N/A
-15,231 Closed
0 $0
Q1 2018

Apr 09, 2018
BUY
N/A
15,231 New
15,231 $391,000

Others Institutions Holding SPHY

# of Institutions
383
Shares Held
148M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

SPHY Quotes by TradingView
  • Ticker SPHY
  • Sector ETFs
  • Industry ETFs
More about SPHY
Track This Portfolio

Track Sheets Smith Wealth Management Portfolio

Follow Sheets Smith Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email