Sowell Financial Services LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Sowell Financial Services LLC

  • $2.11 Billion
  • Q1 2025

A detailed history of Sowell Financial Services LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Sowell Financial Services LLC holds 13,423 shares of SPHY stock, worth $308,594. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,423
Previous 10,756 24.8%
Holding current value
$308,594
Previous $252,000 24.6%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$23.32 - $23.84 $62,194 - $63,581
2,667 Added 24.8%
13,423 $314,000
Q4 2024

Feb 07, 2025
SELL
$23.29 - $23.93 $733,798 - $753,962
-31,507 Reduced 74.55%
10,756 $252,000
Q3 2024

Oct 04, 2024
BUY
$23.04 - $24.06 $630,743 - $658,666
27,376 Added 183.89%
42,263 $1.02 Million
Q2 2024

Aug 13, 2024
SELL
$22.82 - $23.32 $12,619 - $12,895
-553 Reduced 3.58%
14,887 $345,000
Q1 2024

May 03, 2024
BUY
$23.14 - $23.52 $18,465 - $18,768
798 Added 5.45%
15,440 $362,000
Q4 2023

Jan 24, 2024
BUY
$21.84 - $23.52 $319,781 - $344,379
14,642 New
14,642 $342,000
Q2 2021

Aug 05, 2021
SELL
$26.46 - $26.89 $65,488 - $66,552
-2,475 Closed
0 $0
Q1 2021

May 07, 2021
BUY
$26.19 - $26.75 $10,711 - $10,940
409 Added 19.8%
2,475 $66,000
Q4 2020

Jan 13, 2021
BUY
$25.15 - $26.49 $3,898 - $4,105
155 Added 8.11%
2,066 $55,000
Q3 2020

Nov 12, 2020
BUY
$24.5 - $25.64 $196 - $205
8 Added 0.42%
1,911 $48,000
Q2 2020

Aug 13, 2020
BUY
$21.97 - $25.19 $6,261 - $7,179
285 Added 17.61%
1,903 $47,000
Q1 2020

May 12, 2020
BUY
$20.62 - $26.56 $33,363 - $42,974
1,618 New
1,618 $36,000

Others Institutions Holding SPHY

# of Institutions
452
Shares Held
195M
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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