Diversify Advisory Services, LLC SPHY Holdings History
Diversify Advisory Services, LLC's SPDR Portfolio High Yield Bond ETF Holding Summary
As of 2025-03-31, Diversify Advisory Services, LLC held 211,988.00 shares of SPDR Portfolio High Yield Bond ETF(SPHY), totaling $4.95 Mil. This investment constitutes 0.31% of their stock portfolio, and Diversify Advisory Services, LLC now holds 0.06% of the outstanding SPDR Portfolio High Yield Bond ETF(SPHY) stock.
The initial trade took place in 2024Q1. And since then Diversify Advisory Services, LLC has made 2 purchases of SPHY, at an average price of $23.55, for a total of 2.45 Mil shares. In addition, there have been 2 sales at an average price of $23.62 for 2.24 Mil shares. Based on historical transaction data and SPHY's current price of $23.68, Diversify Advisory Services, LLC's estimated gain on his SPHY holdings is $200,344.99, reflecting a 0.35% gain to date.
Diversify Advisory Services, LLC SPHY ($23.68) Holding Chart
Diversify Advisory Services, LLC SPHY ($23.68) 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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