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

Walkner Condon Financial Advisors LLC

  • $484 Million
  • Q3 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 9,607 shares of SPHY stock, worth $228,358. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,607
Previous 9,847 2.44%
Holding current value
$228,358
Previous $228,000 1.32%
% of portfolio
0.05%
Previous 0.05%

Shares

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