A detailed history of Stonebridge Financial Planning Group, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 52,844 shares of SPHY stock, worth $1.25 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
52,844
Previous 58,311 9.38%
Holding current value
$1.25 Million
Previous $1.37 Million 10.24%
% of portfolio
0.64%
Previous 0.75%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

SELL
$22.82 - $23.32 $124,756 - $127,490
-5,467 Reduced 9.38%
52,844 $1.23 Million
Q1 2024

May 13, 2024

SELL
$23.14 - $23.52 $138,076 - $140,343
-5,967 Reduced 9.28%
58,311 $1.37 Million
Q4 2023

Feb 05, 2024

SELL
$21.84 - $23.52 $1.05 Million - $1.13 Million
-47,950 Reduced 42.73%
64,278 $1.5 Million
Q3 2023

Nov 07, 2023

SELL
$22.36 - $23.02 $127,563 - $131,329
-5,705 Reduced 4.84%
112,228 $2.52 Million
Q2 2023

Aug 11, 2023

BUY
$22.39 - $22.94 $1.46 Million - $1.5 Million
65,354 Added 124.3%
117,933 $2.69 Million
Q1 2023

May 03, 2023

BUY
$22.29 - $23.4 $187,169 - $196,489
8,397 Added 19.01%
52,579 $1.21 Million
Q4 2022

Jan 18, 2023

BUY
$21.71 - $23.0 $194,174 - $205,712
8,944 Added 25.38%
44,182 $0
Q3 2022

Oct 31, 2022

BUY
$21.7 - $23.98 $764,664 - $845,007
35,238 New
35,238 $769,000

Others Institutions Holding SPHY

About SPDR SER TR SPDR PORTFOLIO HIG


  • Ticker SPHY
  • Sector ETFs
  • Industry ETFs
More about SPHY
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