Western Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Western Wealth Management, LLC

  • $1.72 Billion
  • Q3 2024

A detailed history of Western Wealth Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Western Wealth Management, LLC holds 21,717 shares of SPHY stock, worth $510,783. This represents 0.03% of its overall portfolio holdings.

Number of Shares
21,717
Previous 21,741 0.11%
Holding current value
$510,783
Previous $505,000 3.37%
% of portfolio
0.03%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$23.04 - $24.06 $552 - $577
-24 Reduced 0.11%
21,717 $522,000
Q2 2024

Jul 19, 2024
SELL
$22.82 - $23.32 $2,715 - $2,775
-119 Reduced 0.54%
21,741 $505,000
Q1 2024

May 02, 2024
BUY
$23.14 - $23.52 $29,711 - $30,199
1,284 Added 6.24%
21,860 $512,000
Q4 2023

Jan 31, 2024
SELL
$21.84 - $23.52 $29,374 - $31,634
-1,345 Reduced 6.14%
20,576 $481,000
Q3 2023

Nov 07, 2023
SELL
$22.36 - $23.02 $56,704 - $58,378
-2,536 Reduced 10.37%
21,921 $491,000
Q2 2023

Aug 30, 2023
BUY
$22.39 - $22.94 $35,331 - $36,199
1,578 Added 6.9%
24,457 $558,000
Q1 2023

Aug 30, 2023
BUY
$22.29 - $23.4 $124,667 - $130,876
5,593 Added 32.36%
22,879 $525,000
Q4 2022

Feb 02, 2023
SELL
$21.71 - $23.0 $148,865 - $157,711
-6,857 Reduced 28.4%
17,286 $386,000
Q3 2022

Nov 04, 2022
BUY
$21.7 - $23.98 $176,572 - $195,125
8,137 Added 50.84%
24,143 $521,000
Q2 2022

Jul 18, 2022
BUY
$22.34 - $25.22 $357,574 - $403,671
16,006 New
16,006 $359,000

Others Institutions Holding SPHY

# of Institutions
383
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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