Hobart Private Capital, LLC SPHY Holdings History
Number of Shares
162,547.00
Current Holdings Value*
$3.81 Mil
% of Portfolio
0.95%
Total Estimate Gain
$14,990.36
% of Total Estimate Gain
0.39%
Hobart Private Capital, LLC's SPDR Portfolio High Yield Bond ETF Holding Summary
As of 2025-03-31, Hobart Private Capital, LLC held 162,547.00 shares of SPDR Portfolio High Yield Bond ETF(SPHY), totaling $3.81 Mil. This investment constitutes 0.95% of their stock portfolio, and Hobart Private Capital, LLC now holds 0.04% of the outstanding SPDR Portfolio High Yield Bond ETF(SPHY) stock.
The initial trade took place in 2024Q4. And since then Hobart Private Capital, LLC has made 2 purchases of SPHY, at an average price of $23.65, for a total of 162,547.00 shares. Based on historical transaction data and SPHY's current price of $23.74, Hobart Private Capital, LLC's estimated gain on his SPHY holdings is $14,990.36, reflecting a 0.39% gain to date.
Hobart Private Capital, LLC SPHY ($23.74) Holding Chart
Hobart Private Capital, 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 % |
Top Ranked Articles
- 1