HF Advisory Group, LLC SPHY Holdings History
Number of Shares
167,287.00
Current Holdings Value*
$3.98 Mil
% of Portfolio
1.57%
Total Estimate Gain
$159,602.63
% of Total Estimate Gain
4.20%
HF Advisory Group, LLC's SPDR Portfolio High Yield Bond ETF Holding Summary
As of 2025-06-30, HF Advisory Group, LLC held 167,287.00 shares of SPDR Portfolio High Yield Bond ETF(SPHY), totaling $3.98 Mil. This investment constitutes 1.57% of their stock portfolio, and HF Advisory Group, LLC now holds 0.05% of the outstanding SPDR Portfolio High Yield Bond ETF(SPHY) stock.
The initial trade took place in 2022Q4. And since then HF Advisory Group, LLC has made 10 purchases of SPHY, at an average price of $22.72, for a total of 167,287.00 shares. Based on historical transaction data and SPHY's current price of $23.67, HF Advisory Group, LLC's estimated gain on his SPHY holdings is $159,602.63, reflecting a 4.20% gain to date.
HF Advisory Group, LLC SPHY ($23.67) Holding Chart
HF Advisory Group, 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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