Strategic Financial Planning, Inc. Spdr Ser Tr Spdr Portfolio Hig Transaction History
Strategic Financial Planning, Inc.
- $151 Million
- Q3 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 273,396 shares of SPHY stock, worth $6.41 Million. This represents 4.35% of its overall portfolio holdings.
Number of Shares
273,396
Previous 261,034
4.74%
Holding current value
$6.41 Million
Previous $6.06 Million
8.44%
% of portfolio
4.35%
Previous 4.37%
Shares
12 transactions
Others Institutions Holding SPHY
# of Institutions
383Shares Held
148MCall Options Held
0Put Options Held
0-
Sei Investments CO Oaks, PA15MShares$351 Million0.48% of portfolio
-
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL13.5MShares$316 Million13.48% of portfolio
-
Wells Fargo & Company San Francisco, CA8.24MShares$193 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.24MShares$146 Million0.04% of portfolio
-
Wright Fund Management, LLC Santa Monica, CA5.93MShares$139 Million6.27% of portfolio