Strategic Financial Planning, Inc. Spdr Ser Tr Spdr Portfolio Hig Transaction History

Strategic Financial Planning, Inc.

$147 Million
Q4 2024

A detailed history of Strategic Financial Planning, Inc. transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 282,308 shares of SPHY stock, worth $6.7 Million. This represents 4.51% of its overall portfolio holdings.

Number of Shares

282,308

Previous 273,396 3.26%

Holding current value

$6.7 Million

Previous $6.58 Million 0.76%

% of portfolio

4.51%

Previous 4.35%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$23.29 - $23.93 $207,560 - $213,264	8,912 Added 3.26%	282,308 $6.63 Million
Q3 2024 Oct 25, 2024	BUY	$23.04 - $24.06 $284,820 - $297,429	12,362 Added 4.74%	273,396 $6.58 Million
Q2 2024 Aug 09, 2024	BUY	$22.82 - $23.32 $314,596 - $321,489	13,786 Added 5.58%	261,034 $6.06 Million
Q1 2024 Apr 22, 2024	BUY	$23.14 - $23.52 $108,179 - $109,956	4,675 Added 1.93%	247,248 $5.8 Million
Q4 2023 Feb 12, 2024	BUY	$21.84 - $23.52 $374,534 - $403,344	17,149 Added 7.61%	242,573 $5.67 Million
Q3 2023 Nov 09, 2023	BUY	$22.36 - $23.02 $258,459 - $266,088	11,559 Added 5.4%	225,424 $5.05 Million
Q2 2023 Aug 10, 2023	BUY	$22.39 - $22.94 $28,636 - $29,340	1,279 Added 0.6%	213,865 $4.88 Million
Q1 2023 May 10, 2023	BUY	$22.29 - $23.4 $113,389 - $119,035	5,087 Added 2.45%	212,586 $4.89 Million
Q4 2022 Feb 14, 2023	SELL	$21.71 - $23.0 $82,346 - $87,239	-3,793 Reduced 1.8%	207,499 $4.64 Million
Q3 2022 Nov 14, 2022	BUY	$21.7 - $23.98 $75,581 - $83,522	3,483 Added 1.68%	211,292 $4.61 Million
Q2 2022 Aug 03, 2022	BUY	$22.34 - $25.22 $186,025 - $210,006	8,327 Added 4.17%	207,809 $4.67 Million
Q1 2022 May 05, 2022	BUY	$24.49 - $26.54 $3.36 Million - $3.64 Million	137,237 Added 220.48%	199,482 $5.01 Million
Q4 2021 Feb 07, 2022	BUY	$26.1 - $26.75 $1.62 Million - $1.67 Million	62,245 New	62,245 $1.65 Million

Others Institutions Holding SPHY

# of Institutions

441

Shares Held

186M

Call Options Held

Put Options Held

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About SPDR SER TR SPDR PORTFOLIO HIG

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Strategic Financial Planning, Inc. Spdr Ser Tr Spdr Portfolio Hig Transaction History