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

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q1 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 25,422 shares of SPHY stock, worth $600,467. This represents 0.06% of its overall portfolio holdings.

Number of Shares
25,422
Previous 27,353 7.06%
Holding current value
$600,467
Previous $641,000 7.18%
% of portfolio
0.06%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
484
Shares Held
254M
Call Options Held
11.2K
Put Options Held
7.44K
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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