Peak Financial Advisors LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Peak Financial Advisors LLC

  • $159 Million
  • Q3 2024

A detailed history of Peak Financial Advisors LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Peak Financial Advisors LLC holds 15,099 shares of SPHY stock, worth $353,769. This represents 0.23% of its overall portfolio holdings.

Number of Shares
15,099
Previous 14,232 6.09%
Holding current value
$353,769
Previous $330,000 10.0%
% of portfolio
0.23%
Previous 0.24%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
BUY
$23.04 - $24.06 $19,975 - $20,860
867 Added 6.09%
15,099 $363,000
Q2 2024

Jul 12, 2024
BUY
$22.82 - $23.32 $11,022 - $11,263
483 Added 3.51%
14,232 $330,000
Q1 2024

Apr 12, 2024
BUY
$23.14 - $23.52 $94,712 - $96,267
4,093 Added 42.39%
13,749 $322,000
Q4 2023

Jan 10, 2024
SELL
$21.84 - $23.52 $53,005 - $57,083
-2,427 Reduced 20.09%
9,656 $225,000
Q3 2023

Oct 10, 2023
SELL
$22.36 - $23.02 $149,163 - $153,566
-6,671 Reduced 35.57%
12,083 $270,000
Q2 2023

Jul 10, 2023
BUY
$22.39 - $22.94 $419,902 - $430,216
18,754 New
18,754 $428,000

Others Institutions Holding SPHY

# of Institutions
383
Shares Held
148M
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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