SOA Wealth Advisors’s Sphere Entertainment SPHR Stock Holding History

SOA Wealth Advisors’s Portfolio SPHR Stock Details SPHR Fund Activity

Bought

Maintained

Sold

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

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

SCM

Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

SOA Wealth Advisors's SPHR Position: Q2 2025 in Review

SOA Wealth Advisors sold out of Sphere Entertainment (SPHR) in Q2 2025, closing a stake of 125 shares — an estimated $4.09K sold.

SOA Wealth Advisors first reported a position in SPHR in Q4 2020 and held it in 15 quarters. The position peaked at $4.09K in Q1 2025. 223 funds tracked by Wall St. Rank hold SPHR as of Q2 2025.

SOA Wealth Advisors reported no remaining Sphere Entertainment position as of Q2 2025 after selling out during the quarter.
SOA Wealth Advisors sold 125 Sphere Entertainment shares in Q2 2025, an estimated $4.09K.
SOA Wealth Advisors first reported a position in Sphere Entertainment in Q4 2020 and held it in 15 quarters.
SOA Wealth Advisors's Sphere Entertainment position peaked at $4.09K in Q1 2025.
223 funds tracked by Wall St. Rank held Sphere Entertainment as of Q2 2025.

Based on SOA Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.