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

Stonehaven Wealth & Tax Solutions, LLC

  • $111 Billion
  • Q4 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 17,062 shares of SPHY stock, worth $402,492. This represents 0.36% of its overall portfolio holdings.

Number of Shares
17,062
Previous 15,535 9.83%
Holding current value
$402,492
Previous $372 Million 8.59%
% of portfolio
0.36%
Previous 0.34%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
$23.54 - $23.93 $35,945 - $36,541
1,527 Added 9.83%
17,062 $404 Million
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
530
Shares Held
288M
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
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