Svb Wealth LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Svb Wealth LLC

$1.82 Billion
Q3 2025

A detailed history of Svb Wealth LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Svb Wealth LLC holds 14,840 shares of SPHY stock, worth $350,075. This represents 0.02% of its overall portfolio holdings.

Number of Shares

14,840

Previous 14,840 -0.0%

Holding current value

$350,075

Previous $353,000 0.57%

% of portfolio

0.02%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$22.4 - $23.8 $35,728 - $37,961	1,595 Added 12.04%	14,840 $353,000
Q1 2025 May 14, 2025	BUY	$23.32 - $23.84 $18,539 - $18,952	795 Added 6.39%	13,245 $310,000
Q4 2024 Feb 05, 2025	BUY	$23.29 - $23.93 $289,960 - $297,928	12,450 New	12,450 $292,000
Q2 2024 Aug 06, 2024	SELL	$22.82 - $23.32 $257,227 - $262,863	-11,272 Reduced 51.48%	10,623 $246,000
Q1 2024 May 15, 2024	SELL	$23.14 - $23.52 $56,785 - $57,718	-2,454 Reduced 10.08%	21,895 $513,000

Q4 2023 Jan 30, 2024	SELL	$21.84 - $23.52 $172,536 - $185,808	-7,900 Reduced 24.5%	24,349 $569,000
Q3 2023 Oct 23, 2023	SELL	$22.36 - $23.02 $252,176 - $259,619	-11,278 Reduced 25.91%	32,249 $723,000
Q2 2023 Jul 24, 2023	SELL	$22.39 - $22.94 $1.63 Million - $1.67 Million	-73,013 Reduced 62.65%	43,527 $994,000
Q1 2023 May 12, 2023	BUY	$22.29 - $23.4 $1.82 Million - $1.91 Million	81,588 Added 233.43%	116,540 $2.68 Million
Q4 2022 Feb 10, 2023	BUY	$21.71 - $23.0 $401,786 - $425,661	18,507 Added 112.54%	34,952 $780,000
Q3 2022 Nov 09, 2022	BUY	$21.7 - $23.98 $356,856 - $394,351	16,445 New	16,445 $359,000

Others Institutions Holding SPHY

# of Institutions

519

Shares Held

280M

Call Options Held

32.1K

Put Options Held

8.9K

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About SPDR SER TR SPDR PORTFOLIO HIG

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