Simplicity Wealth,Llc Spdr Ser Tr Spdr Portfolio Hig Transaction History

Simplicity Wealth,Llc

  • $461 Million
  • Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Simplicity Wealth,Llc holds 71,159 shares of SPHY stock, worth $1.67 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
71,159
Previous 83,617 14.9%
Holding current value
$1.67 Million
Previous $2.01 Million 16.92%
% of portfolio
0.36%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$23.29 - $23.93 $290,146 - $298,119
-12,458 Reduced 14.9%
71,159 $1.67 Million
Q3 2024

Oct 09, 2024
BUY
$23.04 - $24.06 $146,119 - $152,588
6,342 Added 8.21%
83,617 $2.01 Million
Q2 2024

Jul 10, 2024
BUY
$22.82 - $23.32 $234,384 - $239,519
10,271 Added 15.33%
77,275 $1.8 Million
Q1 2024

Apr 24, 2024
BUY
$23.14 - $23.52 $1.19 Million - $1.21 Million
51,253 Added 325.4%
67,004 $1.57 Million
Q4 2023

Jan 29, 2024
BUY
$21.84 - $23.52 $344,001 - $370,463
15,751 New
15,751 $368,000

Others Institutions Holding SPHY

# of Institutions
450
Shares Held
188M
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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