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

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Modern Wealth Management, LLC holds 61,591 shares of SPHY stock, worth $1.46 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
61,591
Previous 36,694 67.85%
Holding current value
$1.46 Million
Previous $882 Million 65.34%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$23.29 - $23.93 $579,851 - $595,785
24,897 Added 67.85%
61,591 $1.46 Billion
Q3 2024

Nov 05, 2024
BUY
$23.04 - $24.06 $193,305 - $201,863
8,390 Added 29.64%
36,694 $882 Million
Q2 2024

Aug 07, 2024
BUY
$22.82 - $23.32 $80,988 - $82,762
3,549 Added 14.34%
28,304 $657 Million
Q1 2024

May 13, 2024
BUY
$23.14 - $23.52 $572,830 - $582,237
24,755 New
24,755 $574 Million

Others Institutions Holding SPHY

# of Institutions
449
Shares Held
188M
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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