Martel Wealth Advisors Inc SPHY Holdings History
Martel Wealth Advisors Inc's SPDR Portfolio High Yield Bond ETF Holding Summary
As of 2025-06-30, Martel Wealth Advisors Inc held 84,256.00 shares of SPDR Portfolio High Yield Bond ETF(SPHY), totaling $2.01 Mil. This investment constitutes 0.37% of their stock portfolio, and Martel Wealth Advisors Inc now holds 0.02% of the outstanding SPDR Portfolio High Yield Bond ETF(SPHY) stock.
The initial trade took place in 2025Q2. And since then Martel Wealth Advisors Inc has made 1 purchases of SPHY, at an average price of $23.27, for a total of 84,256.00 shares. Based on historical transaction data and SPHY's current price of $23.67, Martel Wealth Advisors Inc's estimated gain on his SPHY holdings is $33,702.40, reflecting a 1.72% gain to date.
Martel Wealth Advisors Inc SPHY ($23.67) Holding Chart
Martel Wealth Advisors Inc 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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