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

Simplicity Wealth,Llc

  • $461 Million
  • Q4 2024

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 71,159 shares of SPHY stock, worth $1.69 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
71,159
Previous 83,617 14.9%
Holding current value
$1.69 Million
Previous $2.01 Million 16.92%
% of portfolio
0.36%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
441
Shares Held
186M
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 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.

Choose your preferred platform and Sign Up 👇 Telegram Email