United Capital Financial Advisers, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 14,820 shares of SPHY stock, worth $340,711. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,820
Previous 14,728 0.62%
Holding current value
$340,711
Previous $354,000 1.98%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 13, 2025
BUY
$23.29 - $23.93 $2,142 - $2,201
92 Added 0.62%
14,820 $347,000
Q3 2024

Nov 12, 2024
SELL
$23.04 - $24.06 $9,262 - $9,672
-402 Reduced 2.66%
14,728 $354,000
Q2 2024

Aug 14, 2024
BUY
$22.82 - $23.32 $2,441 - $2,495
107 Added 0.71%
15,130 $351,000
Q1 2024

May 15, 2024
SELL
$23.14 - $23.52 $27,397 - $27,847
-1,184 Reduced 7.31%
15,023 $352,000
Q4 2023

Feb 14, 2024
BUY
$21.84 - $23.52 $353,960 - $381,188
16,207 New
16,207 $378,000

Others Institutions Holding SPHY

# of Institutions
452
Shares Held
195M
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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