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SWA
SOA Wealth Advisors’s
Sphere Entertainment
SPHR
Stock Holding History
SOA Wealth Advisors’s Portfolio
SPHR Stock Details
SPHR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-125
Closed
-$4.09K
–
932
2025
Q1
$4.09K
Buy
+125
New
+$5.08K
﹤0.01%
649
2024
Q2
–
Sell
-6
Closed
-$294
–
914
2024
Q1
$294
Hold
6
–
–
﹤0.01%
835
2023
Q4
$204
Hold
6
–
–
﹤0.01%
850
2023
Q3
$223
Hold
6
–
–
﹤0.01%
871
2023
Q2
$164
Hold
6
–
–
﹤0.01%
888
2023
Q1
$354
Hold
6
–
–
﹤0.01%
867
2022
Q4
$270
Hold
6
–
–
﹤0.01%
886
2022
Q3
$0
Hold
6
–
–
﹤0.01%
984
2022
Q2
$0
Hold
6
–
–
﹤0.01%
1015
2022
Q1
$0
Hold
6
–
–
﹤0.01%
1000
2021
Q4
$0
Hold
6
–
–
﹤0.01%
980
2021
Q3
$0
Buy
6
+2
+50%
+$150
﹤0.01%
986
2021
Q2
$0
Hold
4
–
–
﹤0.01%
961
2021
Q1
$0
Hold
4
–
–
﹤0.01%
918
2020
Q4
$0
Buy
+4
New
+$305
﹤0.01%
883
Other funds holding SPHR
AI
Ariel Investments
Chicago, Illinois
$8.93B AUM
29.58%
1-Year Est. Return
JCAM
Jericho Capital Asset Management
New York
$6.76B AUM
88.1%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Point72 Asset Management
Stamford, Connecticut
$78.1B AUM
55.25%
1-Year Est. Return
SCM
Steadfast Capital Management
New York
$2.92B AUM
26.34%
1-Year Est. Return
GI
GAMCO Investors
Greenwich, Connecticut
$10.2B AUM
30.27%
1-Year Est. Return
Barclays
London, United Kingdom
$416B AUM
33.63%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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