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 %

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