Carl P. Sherr & Co., LLC SPHY Holdings History
Carl P. Sherr & Co., LLC's SPDR Portfolio High Yield Bond ETF Holding Summary
As of 2025-03-31, Carl P. Sherr & Co., LLC held 165,505.00 shares of SPDR Portfolio High Yield Bond ETF(SPHY), totaling $3.88 Mil. This investment constitutes 2.12% of their stock portfolio, and Carl P. Sherr & Co., LLC now holds 0.05% of the outstanding SPDR Portfolio High Yield Bond ETF(SPHY) stock.
The initial trade took place in 2024Q4. And since then Carl P. Sherr & Co., LLC has made 2 purchases of SPHY, at an average price of $23.69, for a total of 165,505.00 shares. Based on historical transaction data and SPHY's current price of $23.67, Carl P. Sherr & Co., LLC's estimated gain on his SPHY holdings is $-2,714.42, reflecting a -0.07% gain to date.
Carl P. Sherr & Co., LLC SPHY ($23.67) Holding Chart
Carl P. Sherr & Co., LLC SPHY ($23.67) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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