Number of Shares
546,845.00
Current Holdings Value*
$12.81 Mil
% of Portfolio
1.84%
Total Estimate Gain
$20,543.78
% of Total Estimate Gain
0.16%

Onyx Bridge Wealth Group LLC's SPDR Portfolio High Yield Bond ETF Holding Summary

As of 2025-03-31, Onyx Bridge Wealth Group LLC held 546,845.00 shares of SPDR Portfolio High Yield Bond ETF(SPHY), totaling $12.81 Mil. This investment constitutes 1.84% of their stock portfolio, and Onyx Bridge Wealth Group LLC now holds 0.16% of the outstanding SPDR Portfolio High Yield Bond ETF(SPHY) stock.

The initial trade took place in 2024Q3. And since then Onyx Bridge Wealth Group LLC has made 3 purchases of SPHY, at an average price of $23.63, for a total of 546,845.00 shares. Based on historical transaction data and SPHY's current price of $23.67, Onyx Bridge Wealth Group LLC's estimated gain on his SPHY holdings is $20,543.78, reflecting a 0.16% gain to date.

Onyx Bridge Wealth Group LLC SPHY ($23.67) Holding Chart

Onyx Bridge Wealth Group LLC 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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