Meriwether Wealth & Planning, LLC SPHY Holdings History
Meriwether Wealth & Planning, LLC's SPDR Portfolio High Yield Bond ETF Holding Summary
As of 2025-06-30, Meriwether Wealth & Planning, LLC held 130,235.00 shares of SPDR Portfolio High Yield Bond ETF(SPHY), totaling $3.10 Mil. This investment constitutes 1.94% of their stock portfolio, and Meriwether Wealth & Planning, 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 Meriwether Wealth & Planning, LLC has made 2 purchases of SPHY, at an average price of $23.70, for a total of 130,235.00 shares. Based on historical transaction data and SPHY's current price of $23.65, Meriwether Wealth & Planning, LLC's estimated gain on his SPHY holdings is $-6,391.61, reflecting a -0.21% gain to date.
Meriwether Wealth & Planning, LLC SPHY ($23.65) Holding Chart
Meriwether Wealth & Planning, LLC SPHY ($23.65) 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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