Steward Partners Investment Advisory, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 7,633 shares of SPHY stock, worth $181,283. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,633
Previous 26,911 71.64%
Holding current value
$181,283
Previous $647,000 72.33%
% of portfolio
0.0%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$23.29 - $23.93 $448,984 - $461,322
-19,278 Reduced 71.64%
7,633 $179,000
Q3 2024

Nov 14, 2024
BUY
$23.04 - $24.06 $24,192 - $25,263
1,050 Added 4.06%
26,911 $647,000
Q2 2024

Aug 08, 2024
BUY
$22.82 - $23.32 $586,998 - $599,860
25,723 Added 18639.86%
25,861 $600,000
Q1 2024

May 15, 2024
BUY
$23.14 - $23.52 $3,193 - $3,245
138 New
138 $3,000

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 Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, 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 Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email