Stonebridge Financial Planning Group, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History
Stonebridge Financial Planning Group, LLC
- $215 Million
- Q4 2024
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 59,933 shares of SPHY stock, worth $1.4 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
59,933
Previous 50,614
18.41%
Holding current value
$1.4 Million
Previous $1.22 Million
15.53%
% of portfolio
0.65%
Previous 0.6%
Shares
10 transactions
Others Institutions Holding SPHY
# of Institutions
450Shares Held
188MCall Options Held
0Put Options Held
0-
Ilmarinen Mutual Pension Insurance CO Helsinki, H928.1MShares$658 Million5.65% of portfolio
-
Sei Investments CO Oaks, PA15.8MShares$369 Million0.49% of portfolio
-
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL9.36MShares$219 Million7.04% of portfolio
-
Wells Fargo & Company San Francisco, CA8.66MShares$203 Million0.05% of portfolio
-
Wright Fund Management, LLC Santa Monica, CA7.41MShares$174 Million5.96% of portfolio