Omega Financial Group, LLC SPHY Holdings History
Omega Financial Group, LLC's SPDR Portfolio High Yield Bond ETF Holding Summary
As of 2025-03-31, Omega Financial Group, LLC held 335,700.00 shares of SPDR Portfolio High Yield Bond ETF(SPHY), totaling $7.86 Mil. This investment constitutes 3.02% of their stock portfolio, and Omega Financial Group, LLC now holds 0.1% of the outstanding SPDR Portfolio High Yield Bond ETF(SPHY) stock.
The initial trade took place in 2024Q3. And since then Omega Financial Group, LLC has made 3 purchases of SPHY, at an average price of $23.61, for a total of 335,700.00 shares. Based on historical transaction data and SPHY's current price of $23.61, Omega Financial Group, LLC's estimated gain on his SPHY holdings is $-1,670.13, reflecting a -0.02% gain to date.
Omega Financial Group, LLC SPHY ($23.61) Holding Chart
Omega Financial Group, LLC SPHY ($23.61) 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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