Pensionmark Financial Group, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Pensionmark Financial Group, LLC

$4.67 Billion
Q3 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 33,279 shares of SPHY stock, worth $785,051. This represents 0.02% of its overall portfolio holdings.

Number of Shares

33,279

Previous 12,304 170.47%

Holding current value

$785,051

Previous $292,000 172.6%

% of portfolio

0.02%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$23.54 - $23.97 $493,751 - $502,770	20,975 Added 170.47%	33,279 $796,000
Q2 2025 Aug 04, 2025	SELL	$22.4 - $23.8 $64,198 - $68,210	-2,866 Reduced 18.89%	12,304 $292,000
Q1 2025 Apr 29, 2025	BUY	$23.32 - $23.84 $143,977 - $147,188	6,174 Added 68.63%	15,170 $355,000
Q4 2024 Feb 12, 2025	SELL	$23.29 - $23.93 $24,710 - $25,389	-1,061 Reduced 10.55%	8,996 $211,000
Q3 2024 Nov 25, 2024	SELL	$23.04 - $24.06 $3.65 Million - $3.82 Million	-158,607 Reduced 94.04%	10,057 $241,000

Q3 2024 Nov 14, 2024	BUY	$23.04 - $24.06 $3.89 Million - $4.06 Million	168,664 New	168,664 $4.06 Million

Others Institutions Holding SPHY

# of Institutions

519

Shares Held

280M

Call Options Held

32.1K

Put Options Held

8.9K

View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

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Pensionmark Financial Group, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History