Next Level Wealth Planning, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Next Level Wealth Planning, LLC

  • $188 Billion
  • Q4 2025

A detailed history of Next Level Wealth Planning, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 16,856 shares of SPHY stock, worth $397,633. This represents 0.21% of its overall portfolio holdings.

Number of Shares
16,856
Previous 14,788 13.98%
Holding current value
$397,633
Previous $354 Million 12.7%
% of portfolio
0.21%
Previous 0.2%

Shares

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

Jan 26, 2026
BUY
$23.54 - $23.93 $48,680 - $49,487
2,068 Added 13.98%
16,856 $399 Million
Q3 2025

Oct 30, 2025
BUY
$23.54 - $23.97 $3,837 - $3,907
163 Added 1.11%
14,788 $354 Million
Q2 2025

Jul 22, 2025
BUY
$22.4 - $23.8 $65,811 - $69,924
2,938 Added 25.14%
14,625 $348 Million
Q1 2025

May 06, 2025
BUY
$23.32 - $23.84 $272,540 - $278,618
11,687 New
11,687 $274 Million

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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