Wcg Wealth Advisors LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Wcg Wealth Advisors LLC

  • $1.42 Billion
  • Q2 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 53,969 shares of SPHY stock, worth $1.28 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
53,969
Previous 57,045 5.39%
Holding current value
$1.28 Million
Previous $1.34 Million 3.82%
% of portfolio
0.09%
Previous 0.11%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$22.4 - $23.8 $68,902 - $73,208
-3,076 Reduced 5.39%
53,969 $1.28 Million
Q1 2025

May 14, 2025
BUY
$23.32 - $23.84 $150,390 - $153,744
6,449 Added 12.75%
57,045 $1.34 Million
Q4 2024

Feb 18, 2025
SELL
$23.29 - $23.93 $4,215 - $4,331
-181 Reduced 0.36%
50,596 $1.19 Million
Q3 2024

Nov 13, 2024
BUY
$23.04 - $24.06 $7,488 - $7,819
325 Added 0.64%
50,777 $1.22 Million
Q2 2024

Aug 12, 2024
BUY
$22.82 - $23.32 $222,723 - $227,603
9,760 Added 23.99%
50,452 $1.17 Million
Q1 2024

May 13, 2024
BUY
$23.14 - $23.52 $509 - $517
22 Added 0.05%
40,692 $954,000
Q4 2023

Feb 08, 2024
SELL
$21.84 - $23.52 $317,204 - $341,604
-14,524 Reduced 26.31%
40,670 $951,000
Q3 2023

Nov 09, 2023
BUY
$22.36 - $23.02 $10,218 - $10,520
457 Added 0.83%
55,194 $1.26 Million
Q2 2023

Aug 14, 2023
SELL
$22.39 - $22.94 $19,143 - $19,613
-855 Reduced 1.54%
54,737 $1.25 Million
Q1 2023

May 15, 2023
BUY
$22.29 - $23.4 $426,875 - $448,133
19,151 Added 52.55%
55,592 $1.28 Million
Q4 2022

Feb 14, 2023
BUY
$21.71 - $23.0 $346,535 - $367,126
15,962 Added 77.94%
36,441 $814,000
Q3 2022

Nov 14, 2022
BUY
$21.7 - $23.98 $9,656 - $10,671
445 Added 2.22%
20,479 $447,000
Q2 2022

Aug 23, 2022
BUY
$22.34 - $25.22 $447,559 - $505,257
20,034 New
20,034 $450,000

Others Institutions Holding SPHY

# of Institutions
491
Shares Held
254M
Call Options Held
37K
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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