Triad Financial Advisors, Inc. Spdr Ser Tr Spdr Portfolio Hig Transaction History

Triad Financial Advisors, Inc.

  • $267 Million
  • Q3 2023

A detailed history of Triad Financial Advisors, Inc. transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 20,751 shares of SPHY stock, worth $485,988. This represents 0.17% of its overall portfolio holdings.

Number of Shares
20,751
Previous 19,715 5.25%
Holding current value
$485,988
Previous $450,000 3.33%
% of portfolio
0.17%
Previous 0.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023
BUY
$22.36 - $23.02 $23,164 - $23,848
1,036 Added 5.25%
20,751 $465,000
Q2 2023

Jul 31, 2023
BUY
$22.39 - $22.94 $1,365 - $1,399
61 Added 0.31%
19,715 $450,000
Q1 2023

May 05, 2023
BUY
$22.29 - $23.4 $267 - $280
12 Added 0.06%
19,654 $451,000
Q4 2022

Feb 14, 2023
BUY
$21.71 - $23.0 $426,427 - $451,766
19,642 New
19,642 $438,000

Others Institutions Holding SPHY

# of Institutions
485
Shares Held
255M
Call Options Held
11.2K
Put Options Held
7.44K
View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

SPHY Quotes by TradingView
  • Ticker SPHY
  • Sector ETFs
  • Industry ETFs
More about SPHY
Track This Portfolio

Track Triad Financial Advisors, Inc. Portfolio

Follow Triad Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Triad Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email