Stewardship Advisors, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Stewardship Advisors, LLC

  • $372 Million
  • Q2 2025

A detailed history of Stewardship Advisors, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Stewardship Advisors, LLC holds 41,796 shares of SPHY stock, worth $993,072. This represents 0.27% of its overall portfolio holdings.

Number of Shares
41,796
Previous 40,514 3.16%
Holding current value
$993,072
Previous $948,000 4.85%
% of portfolio
0.27%
Previous 0.27%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
$22.4 - $23.8 $28,716 - $30,511
1,282 Added 3.16%
41,796 $994,000
Q1 2025

Apr 17, 2025
BUY
$23.32 - $23.84 $127,233 - $130,071
5,456 Added 15.56%
40,514 $948,000
Q4 2024

Jan 21, 2025
BUY
$23.29 - $23.93 $189,743 - $194,957
8,147 Added 30.27%
35,058 $822,000
Q3 2024

Oct 21, 2024
BUY
$23.04 - $24.06 $620,029 - $647,478
26,911 New
26,911 $647,000

Others Institutions Holding SPHY

# of Institutions
484
Shares Held
260M
Call Options Held
37K
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 Stewardship Advisors, LLC Portfolio

Follow Stewardship Advisors, 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 Stewardship Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stewardship Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email