Wealthcare Advisory Partners LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Wealthcare Advisory Partners LLC

$4.56 Billion
Q3 2025

A detailed history of Wealthcare Advisory Partners LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 19,748 shares of SPHY stock, worth $465,855. This represents 0.01% of its overall portfolio holdings.

Number of Shares

19,748

Previous 11,005 79.45%

Holding current value

$465,855

Previous $261,000 80.84%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$23.54 - $23.97 $205,810 - $209,569	8,743 Added 79.45%	19,748 $472,000
Q2 2025 Jul 22, 2025	SELL	$22.4 - $23.8 $1.44 Million - $1.53 Million	-64,469 Reduced 85.42%	11,005 $261,000
Q1 2025 Apr 14, 2025	BUY	$23.32 - $23.84 $13,129 - $13,421	563 Added 0.75%	75,474 $1.77 Million
Q4 2024 Jan 15, 2025	BUY	$23.29 - $23.93 $18,189 - $18,689	781 Added 1.05%	74,911 $1.76 Million
Q3 2024 Nov 04, 2024	BUY	$23.04 - $24.06 $1.71 Million - $1.78 Million	74,130 New	74,130 $1.78 Million

Q1 2023 May 04, 2023	BUY	$22.29 - $23.4 $101,196 - $106,236	4,540 Added 24.98%	22,715 $521,000
Q4 2022 Feb 13, 2023	BUY	$21.71 - $23.0 $104,294 - $110,492	4,804 Added 35.93%	18,175 $406,000
Q3 2022 Nov 14, 2022	BUY	$21.7 - $23.98 $85,129 - $94,073	3,923 Added 41.52%	13,371 $292,000
Q2 2022 Aug 15, 2022	BUY	$22.34 - $25.22 $211,068 - $238,278	9,448 New	9,448 $212,000
Q1 2022 Apr 15, 2022	SELL	$24.49 - $26.54 $767,443 - $831,683	-31,337 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$26.1 - $26.75 $16,625 - $17,039	637 Added 2.07%	31,337 $0
Q3 2021 Nov 15, 2021	BUY	$26.6 - $26.94 $469,756 - $475,760	17,660 Added 135.43%	30,700 $822,000
Q2 2021 Aug 16, 2021	BUY	$26.46 - $26.89 $241,421 - $245,344	9,124 Added 232.99%	13,040 $351,000
Q1 2021 Apr 30, 2021	BUY	$26.19 - $26.75 $102,560 - $104,753	3,916 New	3,916 $104,000

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

Ticker SPHY
Sector ETFs
Industry ETFs

More about SPHY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.

Account

Wealthcare Advisory Partners LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History