Pinnacle Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Pinnacle Wealth Management, LLC

  • $81.1 Million
  • Q4 2025

A detailed history of Pinnacle Wealth Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Pinnacle Wealth Management, LLC holds 360,211 shares of SPHY stock, worth $8.5 Million. This represents 10.48% of its overall portfolio holdings.

Number of Shares
360,211
Previous 355,193 1.41%
Holding current value
$8.5 Million
Previous $8.5 Million 0.07%
% of portfolio
10.48%
Previous 9.66%

Shares

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

Jan 15, 2026
BUY
$23.54 - $23.93 $118,123 - $120,080
5,018 Added 1.41%
360,211 $8.5 Million
Q3 2025

Nov 10, 2025
BUY
$23.54 - $23.97 $8.36 Million - $8.51 Million
355,193 New
355,193 $8.5 Million

Others Institutions Holding SPHY

# of Institutions
523
Shares Held
281M
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
Track This Portfolio

Track Pinnacle Wealth Management, LLC Portfolio

Follow Pinnacle Wealth Management, 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 Pinnacle Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email