Ever Source Wealth Advisors, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 5,186 shares of SPHY stock, worth $122,337. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,186
Previous 7,149 27.46%
Holding current value
$122,337
Previous $170,000 27.06%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 10, 2025
SELL
$23.54 - $23.97 $46,209 - $47,053
-1,963 Reduced 27.46%
5,186 $124,000
Q2 2025

Aug 13, 2025
BUY
$22.4 - $23.8 $22 - $23
1 Added 0.01%
7,149 $170,000
Q4 2024

Feb 07, 2025
BUY
$23.29 - $23.93 $166,476 - $171,051
7,148 New
7,148 $167,000

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
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