Lifeworks Advisors, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Lifeworks Advisors, LLC

  • $539 Million
  • Q4 2024

A detailed history of Lifeworks Advisors, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 26,787 shares of SPHY stock, worth $635,923. This represents 0.12% of its overall portfolio holdings.

Number of Shares
26,787
Previous 33,351 19.68%
Holding current value
$635,923
Previous $802,000 21.7%
% of portfolio
0.12%
Previous 0.16%

Shares

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

Feb 07, 2025
SELL
$23.29 - $23.93 $152,875 - $157,076
-6,564 Reduced 19.68%
26,787 $628,000
Q3 2024

Nov 06, 2024
BUY
$23.04 - $24.06 $768,407 - $802,425
33,351 New
33,351 $802,000

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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