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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