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

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025

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 7,526 shares of SPHY stock, worth $178,591. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,526
Previous 7,633 1.4%
Holding current value
$178,591
Previous $179,000 1.68%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$23.32 - $23.84 $2,495 - $2,550
-107 Reduced 1.4%
7,526 $176,000
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
493
Shares Held
263M
Call Options Held
11.2K
Put Options Held
7.44K
View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

SPHY Quotes by TradingView
  • Ticker SPHY
  • Sector ETFs
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More about SPHY
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