A detailed history of Simplicity Wealth,Llc transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Simplicity Wealth,Llc holds 77,275 shares of SPHY stock, worth $1.85 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
77,275
Previous 67,004 15.33%
Holding current value
$1.85 Million
Previous $1.57 Million 14.26%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024

BUY
$22.82 - $23.32 $234,384 - $239,519
10,271 Added 15.33%
77,275 $1.8 Million
Q1 2024

Apr 24, 2024

BUY
$23.14 - $23.52 $1.19 Million - $1.21 Million
51,253 Added 325.4%
67,004 $1.57 Million
Q4 2023

Jan 29, 2024

BUY
$21.84 - $23.52 $344,001 - $370,463
15,751 New
15,751 $368,000

Others Institutions Holding SPHY

About SPDR SER TR SPDR PORTFOLIO HIG


  • Ticker SPHY
  • Sector ETFs
  • Industry ETFs
More about SPHY
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,Llc 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 Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.