Teamwork Financial Advisors, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Teamwork Financial Advisors, LLC

$720 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 19, 2024	SELL	$23.14 - $23.52 $299,130 - $304,043	-12,927 Reduced 44.76%	15,952 $374,000
Q4 2023 Jan 19, 2024	BUY	$21.84 - $23.52 $630,717 - $679,234	28,879 New	28,879 $675,000

Others Institutions Holding SPHY

# of Institutions

383

Shares Held

148M

Call Options Held

0

Put Options Held

0

Sei Investments CO Oaks, PA

15M
Shares

$359 Million
0.48% of portfolio
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL

13.5M
Shares

$323 Million
13.48% of portfolio
Wells Fargo & Company San Francisco, CA

8.24M
Shares

$197 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.24M
Shares

$149 Million
0.04% of portfolio
Wright Fund Management, LLC Santa Monica, CA

5.93M
Shares

$142 Million
6.27% of portfolio

About SPDR SER TR SPDR PORTFOLIO HIG

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