Kfg Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Kfg Wealth Management, LLC

  • $385 Million
  • Q4 2024

A detailed history of Kfg Wealth Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 12,100 shares of SPHY stock, worth $287,254. This represents 0.07% of its overall portfolio holdings.

Number of Shares
12,100
Previous 14,015 13.66%
Holding current value
$287,254
Previous $337,000 16.02%
% of portfolio
0.07%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$23.29 - $23.93 $44,600 - $45,825
-1,915 Reduced 13.66%
12,100 $283,000
Q3 2024

Oct 15, 2024
BUY
$23.04 - $24.06 $51,793 - $54,086
2,248 Added 19.1%
14,015 $337,000
Q2 2024

Jul 19, 2024
BUY
$22.82 - $23.32 $53,718 - $54,895
2,354 Added 25.01%
11,767 $273,000
Q1 2024

Apr 19, 2024
BUY
$23.14 - $23.52 $217,816 - $221,393
9,413 New
9,413 $220,000

Others Institutions Holding SPHY

# of Institutions
447
Shares Held
188M
Call Options Held
0
Put Options Held
0
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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