Number of Shares
363,209.00
Current Holdings Value*
$8.51 Mil
% of Portfolio
4.74%
Total Estimate Gain
$162,916.08
% of Total Estimate Gain
0.08%

HORIZON FINANCIAL SERVICES, LLC's SPDR Portfolio High Yield Bond ETF Holding Summary

As of 2025-03-31, HORIZON FINANCIAL SERVICES, LLC held 363,209.00 shares of SPDR Portfolio High Yield Bond ETF(SPHY), totaling $8.51 Mil. This investment constitutes 4.74% of their stock portfolio, and HORIZON FINANCIAL SERVICES, LLC now holds 0.11% of the outstanding SPDR Portfolio High Yield Bond ETF(SPHY) stock.

The initial trade took place in 2023Q4. And since then HORIZON FINANCIAL SERVICES, LLC has made 6 purchases of SPHY, at an average price of $23.62, for a total of 8.51 Mil shares. In addition, there have been 1 sales at an average price of $23.63 for 8.14 Mil shares. Based on historical transaction data and SPHY's current price of $23.74, HORIZON FINANCIAL SERVICES, LLC's estimated gain on his SPHY holdings is $162,916.08, reflecting a 0.08% gain to date.

HORIZON FINANCIAL SERVICES, LLC SPHY ($23.74) Holding Chart

HORIZON FINANCIAL SERVICES, LLC 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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