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

Strategic Financial Planning, Inc.

  • $139 Million
  • Q2 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 261,034 shares of SPHY stock, worth $6.23 Million. This represents 4.37% of its overall portfolio holdings.

Number of Shares
261,034
Previous 247,248 5.58%
Holding current value
$6.23 Million
Previous $5.8 Million 4.53%
% of portfolio
4.37%
Previous 4.34%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
326
Shares Held
134M
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
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