Blue Stem Wealth Partners, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Blue Stem Wealth Partners, LLC

  • $873 Billion
  • Q3 2025

A detailed history of Blue Stem Wealth Partners, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Blue Stem Wealth Partners, LLC holds 11,706 shares of SPHY stock, worth $276,144. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,706
Previous 10,835 8.04%
Holding current value
$276,144
Previous $258 Million 8.68%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$23.54 - $23.97 $20,503 - $20,877
871 Added 8.04%
11,706 $280 Million
Q2 2025

Aug 12, 2025
SELL
$22.4 - $23.8 $91,593 - $97,318
-4,089 Reduced 27.4%
10,835 $258 Million
Q1 2025

May 07, 2025
SELL
$23.32 - $23.84 $12.1 Million - $12.4 Million
-520,694 Reduced 97.21%
14,924 $350 Million
Q4 2024

Feb 05, 2025
BUY
$23.29 - $23.93 $12.5 Million - $12.8 Million
535,618 New
535,618 $12.6 Billion

Others Institutions Holding SPHY

# of Institutions
519
Shares Held
280M
Call Options Held
32.1K
Put Options Held
8.9K
View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

SPHY Quotes by TradingView
  • Ticker SPHY
  • Sector ETFs
  • Industry ETFs
More about SPHY
Track This Portfolio

Track Blue Stem Wealth Partners, LLC Portfolio

Follow Blue Stem Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Stem Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Stem Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email