Donoghue Forlines Risk Managed Income Fund SPHY Holdings History
Donoghue Forlines Risk Managed Income Fund's SPDR Portfolio High Yield Bond ETF Holding Summary
As of 2025-03-31, Donoghue Forlines Risk Managed Income Fund held 726,532.00 shares of SPDR Portfolio High Yield Bond ETF(SPHY), totaling $17.02 Mil. This investment constitutes 38.1% of their stock portfolio, and Donoghue Forlines Risk Managed Income Fund now holds 0.2% of the outstanding SPDR Portfolio High Yield Bond ETF(SPHY) stock.
The initial trade took place in 2023Q4. And since then Donoghue Forlines Risk Managed Income Fund has made 5 purchases of SPHY, at an average price of $23.11, for a total of 1.02 Mil shares. In addition, there have been 1 sales at an average price of $23.60 for 289,728.00 shares. Based on historical transaction data and SPHY's current price of $23.71, Donoghue Forlines Risk Managed Income Fund's estimated gain on his SPHY holdings is $582,897.70, reflecting a 2.48% gain to date.
Donoghue Forlines Risk Managed Income Fund SPHY ($23.71) Holding Chart
Donoghue Forlines Risk Managed Income Fund SPHY ($23.71) 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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