Instrumental Wealth, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Instrumental Wealth, LLC

  • $143 Billion
  • Q3 2025

A detailed history of Instrumental Wealth, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Instrumental Wealth, LLC holds 16,519 shares of SPHY stock, worth $389,683. This represents 0.28% of its overall portfolio holdings.

Number of Shares
16,519
Previous 16,189 2.04%
Holding current value
$389,683
Previous $381 Million 3.17%
% of portfolio
0.28%
Previous 0.3%

Shares

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

Oct 31, 2025
BUY
$23.54 - $23.97 $7,768 - $7,910
330 Added 2.04%
16,519 $393 Million
Q2 2025

Jul 16, 2025
BUY
$22.4 - $23.8 $8,646 - $9,186
386 Added 2.44%
16,189 $381 Million
Q1 2025

Apr 28, 2025
BUY
$23.32 - $23.84 $14,505 - $14,828
622 Added 4.1%
15,803 $368 Million
Q4 2024

Feb 24, 2025
BUY
$23.29 - $23.93 $28,856 - $29,649
1,239 Added 8.89%
15,181 $360 Million
Q3 2024

Oct 15, 2024
BUY
$23.04 - $24.06 $13,063 - $13,642
567 Added 4.24%
13,942 $332 Million
Q2 2024

Jul 26, 2024
BUY
$22.82 - $23.32 $5,248 - $5,363
230 Added 1.75%
13,375 $314 Million
Q1 2024

May 29, 2024
SELL
$23.14 - $23.52 $18,512 - $18,816
-800 Reduced 5.74%
13,145 $304 Million
Q4 2023

Jan 25, 2024
SELL
$21.84 - $23.52 $480 - $517
-22 Reduced 0.16%
13,945 $325 Million
Q3 2023

Oct 18, 2023
BUY
$22.36 - $23.02 $8,944 - $9,208
400 Added 2.95%
13,967 $307 Million
Q2 2023

Jul 13, 2023
BUY
$22.39 - $22.94 $9,627 - $9,864
430 Added 3.27%
13,567 $310 Million
Q1 2023

May 04, 2023
BUY
$22.29 - $23.4 $292,823 - $307,405
13,137 New
13,137 $298 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
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