Number of Shares
1.09 Mil
Current Holdings Value*
$25.62 Mil
% of Portfolio
2.88%
Total Estimate Gain
$43,758.00
% of Total Estimate Gain
0.17%

RATIONAL ADVISORS, INC.'s SPDR Portfolio High Yield Bond ETF Holding Summary

As of 2025-03-31, RATIONAL ADVISORS, INC. held 1.09 Mil shares of SPDR Portfolio High Yield Bond ETF(SPHY), totaling $25.62 Mil. This investment constitutes 2.88% of their stock portfolio, and RATIONAL ADVISORS, INC. now holds 0.32% of the outstanding SPDR Portfolio High Yield Bond ETF(SPHY) stock.

The initial trade took place in 2025Q1. And since then RATIONAL ADVISORS, INC. has made 1 purchases of SPHY, at an average price of $23.63, for a total of 1.09 Mil shares. Based on historical transaction data and SPHY's current price of $23.67, RATIONAL ADVISORS, INC.'s estimated gain on his SPHY holdings is $43,758.00, reflecting a 0.17% gain to date.

RATIONAL ADVISORS, INC. SPHY ($23.67) Holding Chart

RATIONAL ADVISORS, INC. 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 %

Top Ranked Articles

  • 1