Wealth Forward, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Wealth Forward, LLC

  • $177 Billion
  • Q4 2025

A detailed history of Wealth Forward, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Wealth Forward, LLC holds 231,252 shares of SPHY stock, worth $5.46 Million. This represents 3.09% of its overall portfolio holdings.

Number of Shares
231,252
Previous 227,535 1.63%
Holding current value
$5.46 Million
Previous $5.45 Billion 0.49%
% of portfolio
3.09%
Previous 3.16%

Shares

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

Jan 30, 2026
BUY
$23.54 - $23.93 $87,498 - $88,947
3,717 Added 1.63%
231,252 $5.47 Billion
Q3 2025

Nov 06, 2025
BUY
$23.54 - $23.97 $5.36 Million - $5.45 Million
227,535 New
227,535 $5.45 Billion

Others Institutions Holding SPHY

# of Institutions
529
Shares Held
286M
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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