Clearstead Advisors, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History
Clearstead Advisors, LLC
- $6.31 Billion
- Q3 2024
A detailed history of Clearstead Advisors, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Clearstead Advisors, LLC holds 634,572 shares of SPHY stock, worth $14.9 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
634,572
Previous 622,138
2.0%
Holding current value
$14.9 Million
Previous $14.5 Million
5.6%
% of portfolio
0.24%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding SPHY
# of Institutions
383Shares Held
148MCall Options Held
0Put Options Held
0-
Sei Investments CO Oaks, PA15MShares$352 Million0.48% of portfolio
-
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL13.5MShares$317 Million13.48% of portfolio
-
Wells Fargo & Company San Francisco, CA8.24MShares$193 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.24MShares$146 Million0.04% of portfolio
-
Wright Fund Management, LLC Santa Monica, CA5.93MShares$139 Million6.27% of portfolio