Simplicity Wealth,Llc Spdr Ser Tr Spdr Portfolio Hig Transaction History

Simplicity Wealth,Llc

$2.26 Billion
Q2 2025

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 84,520 shares of SPHY stock, worth $2.01 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

84,520

Previous 46,508 81.73%

Holding current value

$2.01 Million

Previous $1.09 Million 84.83%

% of portfolio

0.09%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$22.4 - $23.8 $851,468 - $904,685	38,012 Added 81.73%	84,520 $2.01 Million
Q1 2025 Apr 14, 2025	SELL	$23.32 - $23.84 $574,861 - $587,679	-24,651 Reduced 34.64%	46,508 $1.09 Million
Q4 2024 Feb 07, 2025	SELL	$23.29 - $23.93 $290,146 - $298,119	-12,458 Reduced 14.9%	71,159 $1.67 Million
Q3 2024 Oct 09, 2024	BUY	$23.04 - $24.06 $146,119 - $152,588	6,342 Added 8.21%	83,617 $2.01 Million
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

# of Institutions

493

Shares Held

255M

Call Options Held

37K

Put Options Held

View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

Ticker SPHY
Sector ETFs
Industry ETFs

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Simplicity Wealth,Llc Spdr Ser Tr Spdr Portfolio Hig Transaction History