Stonehaven Wealth & Tax Solutions, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Stonehaven Wealth & Tax Solutions, LLC

  • $108 Billion
  • Q3 2025

A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 15,535 shares of SPHY stock, worth $366,470. This represents 0.34% of its overall portfolio holdings.

Number of Shares
15,535
Previous 15,275 1.7%
Holding current value
$366,470
Previous $364 Million 2.3%
% of portfolio
0.34%
Previous 0.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$23.54 - $23.97 $6,120 - $6,232
260 Added 1.7%
15,535 $372 Million
Q2 2025

Aug 14, 2025
BUY
$22.4 - $23.8 $39,468 - $41,935
1,762 Added 13.04%
15,275 $364 Million
Q1 2025

May 15, 2025
SELL
$23.32 - $23.84 $96,498 - $98,649
-4,138 Reduced 23.44%
13,513 $316 Million
Q4 2024

Feb 13, 2025
BUY
$23.29 - $23.93 $411,091 - $422,388
17,651 New
17,651 $414 Million

Others Institutions Holding SPHY

# of Institutions
519
Shares Held
280M
Call Options Held
32.1K
Put Options Held
8.9K
View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

SPHY Quotes by TradingView
  • Ticker SPHY
  • Sector ETFs
  • Industry ETFs
More about SPHY
Track This Portfolio

Track Stonehaven Wealth & Tax Solutions, LLC Portfolio

Follow Stonehaven Wealth & Tax Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stonehaven Wealth & Tax Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonehaven Wealth & Tax Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email