Nelson, Van Denburg & Campbell Wealth Management Group, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.63 Billion
  • Q4 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 59,258 shares of SPHY stock, worth $1.39 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
59,258
Previous 77,699 23.73%
Holding current value
$1.39 Million
Previous $1.87 Million 25.59%
% of portfolio
0.05%
Previous 0.08%

Shares

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

Jan 17, 2025
SELL
$23.29 - $23.93 $429,490 - $441,293
-18,441 Reduced 23.73%
59,258 $1.39 Million
Q3 2024

Nov 08, 2024
SELL
$23.04 - $24.06 $377,579 - $394,295
-16,388 Reduced 17.42%
77,699 $1.87 Million
Q2 2024

Aug 13, 2024
SELL
$22.82 - $23.32 $87,948 - $89,875
-3,854 Reduced 3.94%
94,087 $2.19 Million
Q1 2024

Apr 30, 2024
SELL
$23.14 - $23.52 $2.88 Million - $2.93 Million
-124,474 Reduced 55.96%
97,941 $2.3 Million
Q4 2023

Jan 30, 2024
BUY
$21.84 - $23.52 $4.48 Million - $4.82 Million
204,959 Added 1174.15%
222,415 $5.2 Million
Q3 2023

Oct 17, 2023
BUY
$22.36 - $23.02 $390,316 - $401,837
17,456 New
17,456 $391,000
Q1 2023

May 10, 2023
BUY
$22.29 - $23.4 $8,470 - $8,892
380 New
380 $8,000
Q2 2021

Jul 27, 2021
BUY
$26.46 - $26.89 $38,658 - $39,286
1,461 Added 9.39%
17,027 $457,000
Q1 2021

May 11, 2021
BUY
$26.19 - $26.75 $407,673 - $416,390
15,566 New
15,566 $413,000

Others Institutions Holding SPHY

# of Institutions
451
Shares Held
194M
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
Track This Portfolio

Track Nelson, Van Denburg & Campbell Wealth Management Group, LLC Portfolio

Follow Nelson, Van Denburg & Campbell Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nelson, Van Denburg & Campbell Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson, Van Denburg & Campbell Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email