Strategic Wealth Advisors Group, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Strategic Wealth Advisors Group, LLC

$2.33 Billion
Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 34,021 shares of SPHY stock, worth $810,040. This represents 0.03% of its overall portfolio holdings.

Number of Shares

34,021

Previous 31,609 7.63%

Holding current value

$810,040

Previous $718,000 3.34%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	BUY	$21.7 - $23.98 $52,340 - $57,839	2,412 Added 7.63%	34,021 $742,000
Q2 2022 Aug 12, 2022	SELL	$22.34 - $25.22 $33,912 - $38,283	-1,518 Reduced 4.58%	31,609 $718,000
Q1 2022 May 10, 2022	BUY	$24.49 - $26.54 $103,666 - $112,343	4,233 Added 14.65%	33,127 $827,000
Q4 2021 Feb 16, 2022	SELL	$26.1 - $26.75 $22,132 - $22,684	-848 Reduced 2.85%	28,894 $767,000
Q3 2021 Nov 17, 2021	SELL	$26.6 - $26.94 $111,932 - $113,363	-4,208 Reduced 12.39%	29,742 $796,000
Q2 2021 Aug 10, 2021	BUY	$26.46 - $26.89 $388,141 - $394,449	14,669 Added 76.08%	33,950 $910,000
Q1 2021 May 07, 2021	BUY	$26.19 - $26.75 $64,532 - $65,912	2,464 Added 14.65%	19,281 $510,000
Q4 2020 Feb 12, 2021	BUY	$25.15 - $26.49 $422,947 - $445,482	16,817 New	16,817 $445,000

Others Institutions Holding SPHY

# of Institutions

484

Shares Held

259M

Call Options Held

37K

Put Options Held

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About SPDR SER TR SPDR PORTFOLIO HIG

Ticker SPHY
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Strategic Wealth Advisors Group, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History