Walkner Condon Financial Advisors LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Walkner Condon Financial Advisors LLC

  • $480 Million
  • Q4 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 8,590 shares of SPHY stock, worth $204,270. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,590
Previous 9,607 10.59%
Holding current value
$204,270
Previous $231,000 12.99%
% of portfolio
0.04%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$23.29 - $23.93 $23,685 - $24,336
-1,017 Reduced 10.59%
8,590 $201,000
Q3 2024

Oct 31, 2024
SELL
$23.04 - $24.06 $5,529 - $5,774
-240 Reduced 2.44%
9,607 $231,000
Q2 2024

Jul 26, 2024
BUY
$22.82 - $23.32 $6,891 - $7,042
302 Added 3.16%
9,847 $228,000
Q1 2024

Apr 22, 2024
BUY
$23.14 - $23.52 $4,049 - $4,116
175 Added 1.87%
9,545 $223,000
Q4 2023

Jan 23, 2024
BUY
$21.84 - $23.52 $204,640 - $220,382
9,370 New
9,370 $219,000

Others Institutions Holding SPHY

# of Institutions
405
Shares Held
152M
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
Track This Portfolio

Track Walkner Condon Financial Advisors LLC Portfolio

Follow Walkner Condon Financial Advisors LLC 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 Walkner Condon Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walkner Condon Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email