United Capital Financial Advisers, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 14,728 shares of SPHY stock, worth $350,084. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,728
Previous 15,130 2.66%
Holding current value
$350,084
Previous $351,000 0.85%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$23.04 - $24.06 $9,262 - $9,672
-402 Reduced 2.66%
14,728 $354,000
Q2 2024

Aug 14, 2024
BUY
$22.82 - $23.32 $2,441 - $2,495
107 Added 0.71%
15,130 $351,000
Q1 2024

May 15, 2024
SELL
$23.14 - $23.52 $27,397 - $27,847
-1,184 Reduced 7.31%
15,023 $352,000
Q4 2023

Feb 14, 2024
BUY
$21.84 - $23.52 $353,960 - $381,188
16,207 New
16,207 $378,000

Others Institutions Holding SPHY

# of Institutions
382
Shares Held
148M
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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