Us Advisors Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Us Advisors Wealth Management, LLC

  • $284 Million
  • Q2 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 8,736 shares of SPHY stock, worth $205,470. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,736
Holding current value
$205,470
% of portfolio
0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
$22.82 - $23.32 $199,355 - $203,723
8,736 New
8,736 $202,000
Q3 2023

Nov 09, 2023
SELL
$22.36 - $23.02 $10,486 - $10,796
-469 Reduced 1.54%
29,964 $671,000
Q2 2023

Aug 01, 2023
BUY
$22.39 - $22.94 $15,404 - $15,782
688 Added 2.31%
30,433 $690,000
Q1 2023

Apr 13, 2023
BUY
$22.29 - $23.4 $144,238 - $151,421
6,471 Added 27.8%
29,745 $684,000
Q4 2022

Feb 10, 2023
BUY
$21.71 - $23.0 $9,791 - $10,373
451 Added 1.98%
23,274 $520,000
Q3 2022

Nov 14, 2022
BUY
$21.7 - $23.98 $11,631 - $12,853
536 Added 2.4%
22,823 $498,000
Q2 2022

Aug 12, 2022
BUY
$22.34 - $25.22 $7,104 - $8,019
318 Added 1.45%
22,287 $500,000
Q1 2022

Jun 08, 2022
SELL
$24.49 - $26.54 $249,381 - $270,256
-10,183 Reduced 31.67%
21,969 $551,000
Q4 2021

Feb 14, 2022
BUY
$26.1 - $26.75 $36,957 - $37,878
1,416 Added 4.61%
32,152 $854,000
Q3 2021

Nov 03, 2021
BUY
$26.6 - $26.94 $41,522 - $42,053
1,561 Added 5.35%
30,736 $823,000
Q2 2021

Aug 09, 2021
BUY
$26.46 - $26.89 $155,373 - $157,898
5,872 Added 25.2%
29,175 $784,000
Q1 2021

May 11, 2021
BUY
$26.19 - $26.75 $610,305 - $623,355
23,303 New
23,303 $619,000

Others Institutions Holding SPHY

# of Institutions
348
Shares Held
141M
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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