Quartz Partners, LLC SPHY Holdings History

Number of Shares
154,095.00
Current Holdings Value*
$3.61 Mil
% of Portfolio
2.19%
Total Estimate Gain
$15,631.17
% of Total Estimate Gain
0.43%

Quartz Partners, LLC's SPDR Portfolio High Yield Bond ETF Holding Summary

As of 2025-03-31, Quartz Partners, LLC held 154,095.00 shares of SPDR Portfolio High Yield Bond ETF(SPHY), totaling $3.61 Mil. This investment constitutes 2.19% of their stock portfolio, and Quartz Partners, LLC now holds 0.05% of the outstanding SPDR Portfolio High Yield Bond ETF(SPHY) stock.

The initial trade took place in 2024Q3. And since then Quartz Partners, LLC has made 2 purchases of SPHY, at an average price of $23.61, for a total of 154,095.00 shares. Based on historical transaction data and SPHY's current price of $23.71, Quartz Partners, LLC's estimated gain on his SPHY holdings is $15,631.17, reflecting a 0.43% gain to date.

Quartz Partners, LLC SPHY ($23.71) Holding Chart

Quartz Partners, LLC SPHY ($23.71) 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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