Number of Shares
7.01 Mil
Current Holdings Value*
$166.94 Mil
% of Portfolio
4.54%
Total Estimate Gain
$3.26 Mil
% of Total Estimate Gain
2.00%

GRIMES & COMPANY, INC.'s SPDR Portfolio High Yield Bond ETF Holding Summary

As of 2025-06-30, GRIMES & COMPANY, INC. held 7.01 Mil shares of SPDR Portfolio High Yield Bond ETF(SPHY), totaling $166.94 Mil. This investment constitutes 4.54% of their stock portfolio, and GRIMES & COMPANY, INC. now holds 1.87% of the outstanding SPDR Portfolio High Yield Bond ETF(SPHY) stock.

The initial trade took place in 2025Q2. And since then GRIMES & COMPANY, INC. has made 1 purchases of SPHY, at an average price of $23.27, for a total of 7.01 Mil shares. Based on historical transaction data and SPHY's current price of $23.74, GRIMES & COMPANY, INC.'s estimated gain on his SPHY holdings is $3.26 Mil, reflecting a 2.00% gain to date.

GRIMES & COMPANY, INC. SPHY ($23.74) Holding Chart

GRIMES & COMPANY, INC. SPHY ($23.74) 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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