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 $486,195. This represents 0.17% of its overall portfolio holdings.
Number of Shares
20,751
Previous 19,715
5.25%
Holding current value
$486,195
Previous $450,000
3.33%
% of portfolio
0.17%
Previous 0.19%
Shares
4 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