Number of Shares
22,019.00
Current Holdings Value*
$524,050.00
% of Portfolio
0.22%
Total Estimate Gain
$3,992.25
% of Total Estimate Gain
0.15%

Mechanics Financial Corp's SPDR Portfolio High Yield Bond ETF Holding Summary

As of 2025-06-30, Mechanics Financial Corp held 22,019.00 shares of SPDR Portfolio High Yield Bond ETF(SPHY), totaling $524,050.00. This investment constitutes 0.22% of their stock portfolio, and Mechanics Financial Corp now holds 0.01% of the outstanding SPDR Portfolio High Yield Bond ETF(SPHY) stock.

The initial trade took place in 2024Q1. And since then Mechanics Financial Corp has made 4 purchases of SPHY, at an average price of $23.33, for a total of 110,471.00 shares. In addition, there have been 2 sales at an average price of $23.27 for 88,452.00 shares. Based on historical transaction data and SPHY's current price of $23.72, Mechanics Financial Corp's estimated gain on his SPHY holdings is $3,992.25, reflecting a 0.15% gain to date.

Mechanics Financial Corp SPHY ($23.72) Holding Chart

Mechanics Financial Corp SPHY ($23.72) 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