Investment Advisory Group, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Investment Advisory Group, LLC

  • $371 Million
  • Q4 2025

A detailed history of Investment Advisory Group, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Investment Advisory Group, LLC holds 15,073 shares of SPHY stock, worth $355,572. This represents 0.1% of its overall portfolio holdings.

Number of Shares
15,073
Previous 11,529 30.74%
Holding current value
$355,572
Previous $276,000 28.62%
% of portfolio
0.1%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
$23.54 - $23.93 $83,425 - $84,807
3,544 Added 30.74%
15,073 $355,000
Q3 2025

Nov 03, 2025
BUY
$23.54 - $23.97 $271,392 - $276,350
11,529 New
11,529 $276,000

Others Institutions Holding SPHY

# of Institutions
530
Shares Held
288M
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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