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 $1.38 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
59,933
Previous 50,614 18.41%
Holding current value
$1.38 Million
Previous $1.22 Million 15.53%
% of portfolio
0.65%
Previous 0.6%

Shares

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

Feb 18, 2025
BUY
$23.29 - $23.93 $217,039 - $223,003
9,319 Added 18.41%
59,933 $1.41 Million
Q3 2024

Nov 08, 2024
SELL
$23.04 - $24.06 $51,379 - $53,653
-2,230 Reduced 4.22%
50,614 $1.22 Million
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

# of Institutions
461
Shares Held
197M
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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