Potomac Managed Volatility Fund SPHY Holdings History
Potomac Managed Volatility Fund's SPDR Portfolio High Yield Bond ETF Holding Summary
As of 2025-03-31, Potomac Managed Volatility Fund held 732,526.00 shares of SPDR Portfolio High Yield Bond ETF(SPHY), totaling $17.16 Mil. This investment constitutes 24.9% of their stock portfolio, and Potomac Managed Volatility Fund now holds 0.2% of the outstanding SPDR Portfolio High Yield Bond ETF(SPHY) stock.
The initial trade took place in 2024Q1. And since then Potomac Managed Volatility Fund has made 3 purchases of SPHY, at an average price of $23.31, for a total of 3.35 Mil shares. In addition, there have been 1 sales at an average price of $23.60 for 2.62 Mil shares. Based on historical transaction data and SPHY's current price of $23.61, Potomac Managed Volatility Fund's estimated gain on his SPHY holdings is $973,203.50, reflecting a 1.24% gain to date.
Potomac Managed Volatility Fund SPHY ($23.61) Holding Chart
Potomac Managed Volatility Fund 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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