Phillips Financial Management, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Phillips Financial Management, LLC

  • $1.46 Billion
  • Q4 2025

A detailed history of Phillips Financial Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Phillips Financial Management, LLC holds 11,752 shares of SPHY stock, worth $277,229. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,752
Previous 14,361 18.17%
Holding current value
$277,229
Previous $343,000 19.24%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 26, 2026
SELL
$23.54 - $23.93 $61,415 - $62,433
-2,609 Reduced 18.17%
11,752 $277,000
Q1 2025

Apr 30, 2025
BUY
$23.32 - $23.84 $4,897 - $5,006
210 Added 1.48%
14,361 $336,000
Q4 2024

Feb 10, 2025
SELL
$23.29 - $23.93 $29,857 - $30,678
-1,282 Reduced 8.31%
14,151 $332,000
Q3 2024

Nov 07, 2024
BUY
$23.04 - $24.06 $29,537 - $30,844
1,282 Added 9.06%
15,433 $371,000
Q2 2024

Aug 08, 2024
SELL
$22.82 - $23.32 $8,466 - $8,651
-371 Reduced 2.55%
14,151 $328,000
Q1 2024

Apr 23, 2024
BUY
$23.14 - $23.52 $12,865 - $13,077
556 Added 3.98%
14,522 $340,000
Q4 2023

Jan 25, 2024
SELL
$21.84 - $23.52 $73,185 - $78,815
-3,351 Reduced 19.35%
13,966 $326,000
Q3 2023

Nov 09, 2023
BUY
$22.36 - $23.02 $8,854 - $9,115
396 Added 2.34%
17,317 $388,000
Q1 2023

May 08, 2023
BUY
$22.29 - $23.4 $117,668 - $123,528
5,279 Added 45.34%
16,921 $388,000
Q4 2022

Jan 24, 2023
BUY
$21.71 - $23.0 $70,492 - $74,681
3,247 Added 38.68%
11,642 $0
Q3 2022

Nov 08, 2022
BUY
$21.7 - $23.98 $182,171 - $201,312
8,395 New
8,395 $183,000

Others Institutions Holding SPHY

# of Institutions
526
Shares Held
286M
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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