Smart Wealth LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Smart Wealth LLC

$255 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Dec 13, 2024	SELL	$23.14 - $23.52 $557,118 - $566,267	-24,076 Closed	0 $0
Q4 2023 Dec 13, 2024	BUY	$21.84 - $23.52 $96,554 - $103,981	4,421 Added 22.49%	24,076 $563 Million
Q3 2023 Dec 13, 2024	BUY	$22.36 - $23.02 $8,675 - $8,931	388 Added 2.01%	19,655 $441 Million
Q2 2023 Dec 13, 2024	SELL	$22.39 - $22.94 $720,107 - $737,796	-32,162 Reduced 62.54%	19,267 $440 Million
Q1 2023 Dec 13, 2024	SELL	$22.29 - $23.4 $1 Million - $1.05 Million	-44,909 Reduced 46.62%	51,429 $1.18 Billion
Q4 2022 Dec 13, 2024	BUY	$21.71 - $23.0 $2.09 Million - $2.22 Million	96,338 New	96,338 $2.15 Billion

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

$353 Million
0.48% of portfolio
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL

13.5M
Shares

$318 Million
13.48% of portfolio
Wells Fargo & Company San Francisco, CA

8.24M
Shares

$194 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.24M
Shares

$147 Million
0.04% of portfolio
Wright Fund Management, LLC Santa Monica, CA

5.93M
Shares

$140 Million
6.27% of portfolio

About SPDR SER TR SPDR PORTFOLIO HIG

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