Arete Wealth Advisors, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Arete Wealth Advisors, LLC

$1.6 Billion
Q3 2025

A detailed history of Arete Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 52,900 shares of SPHY stock, worth $1.25 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

52,900

Previous 49,650 6.55%

Holding current value

$1.25 Million

Previous $1.18 Million 7.11%

% of portfolio

0.08%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$23.54 - $23.97 $76,505 - $77,902	3,250 Added 6.55%	52,900 $1.27 Million
Q2 2025 Aug 14, 2025	BUY	$22.4 - $23.8 $416,662 - $442,703	18,601 Added 59.91%	49,650 $1.18 Million
Q1 2025 May 15, 2025	SELL	$23.32 - $23.84 $245,886 - $251,368	-10,544 Reduced 25.35%	31,049 $727,000
Q4 2024 Feb 12, 2025	BUY	$23.29 - $23.93 $603,490 - $620,074	25,912 Added 165.24%	41,593 $976,000
Q3 2024 Nov 14, 2024	SELL	$23.04 - $24.06 $916,093 - $956,649	-39,761 Reduced 71.72%	15,681 $377,000

Q2 2024 Aug 13, 2024	BUY	$22.82 - $23.32 $168,183 - $171,868	7,370 Added 15.33%	55,442 $1.29 Million
Q1 2024 May 15, 2024	BUY	$23.14 - $23.52 $1.11 Million - $1.13 Million	48,072 New	48,072 $1.13 Million

Others Institutions Holding SPHY

# of Institutions

522

Shares Held

281M

Call Options Held

32.1K

Put Options Held

8.9K

View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

Ticker SPHY
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Arete Wealth Advisors, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History