Capital A Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Capital A Wealth Management, LLC

  • $8.94 Billion
  • Q2 2025

A detailed history of Capital A Wealth Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 2,690 shares of SPHY stock, worth $63,457. This represents 0.7% of its overall portfolio holdings.

Number of Shares
2,690
Previous 6 44733.33%
Holding current value
$63,457
Previous $141,000 44504.96%
% of portfolio
0.7%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 25, 2025
BUY
$22.4 - $23.8 $60,121 - $63,879
2,684 Added 44733.33%
2,690 $62.9 Million
Q1 2025

May 02, 2025
SELL
$23.32 - $23.84 $9,421 - $9,631
-404 Reduced 98.54%
6 $141,000
Q4 2024

Feb 26, 2025
BUY
$23.29 - $23.93 $9,548 - $9,811
410 New
410 $9.62 Million

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 Capital A Wealth Management, LLC Portfolio

Follow Capital A Wealth Management, 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 Capital A Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital A Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email