Wealth Plan Investment Management, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Wealth Plan Investment Management, LLC

  • $1.27 Billion
  • Q2 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 34,809 shares of SPHY stock, worth $830,890. This represents 0.07% of its overall portfolio holdings.

Number of Shares
34,809
Previous 25,422 36.92%
Holding current value
$830,890
Previous $595,000 39.16%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Jul 28, 2025
BUY
$22.4 - $23.8 $210,268 - $223,410
9,387 Added 36.92%
34,809 $828,000
Q1 2025

May 09, 2025
SELL
$23.32 - $23.84 $45,030 - $46,035
-1,931 Reduced 7.06%
25,422 $595,000
Q4 2024

Jan 30, 2025
BUY
$23.29 - $23.93 $32,186 - $33,071
1,382 Added 5.32%
27,353 $641,000
Q3 2024

Nov 05, 2024
BUY
$23.04 - $24.06 $598,371 - $624,862
25,971 New
25,971 $624,000
Q3 2023

Nov 09, 2023
BUY
$22.36 - $23.02 $634,084 - $652,801
28,358 New
28,358 $635,000
Q4 2022

Feb 15, 2023
BUY
$21.71 - $23.0 $679,479 - $719,854
31,298 New
31,298 $699,000

Others Institutions Holding SPHY

# of Institutions
481
Shares Held
259M
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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