Stonebridge Financial Planning Group, LLC SPHY Holdings History
Stonebridge Financial Planning Group, LLC's SPDR Portfolio High Yield Bond ETF Holding Summary
As of 2025-03-31, Stonebridge Financial Planning Group, LLC held 90,189.00 shares of SPDR Portfolio High Yield Bond ETF(SPHY), totaling $2.11 Mil. This investment constitutes 0.96% of their stock portfolio, and Stonebridge Financial Planning Group, LLC now holds 0.03% of the outstanding SPDR Portfolio High Yield Bond ETF(SPHY) stock.
The initial trade took place in 2022Q3. And since then Stonebridge Financial Planning Group, LLC has made 6 purchases of SPHY, at an average price of $22.74, for a total of 157,508.00 shares. In addition, there have been 5 sales at an average price of $22.75 for 67,319.00 shares. Based on historical transaction data and SPHY's current price of $23.67, Stonebridge Financial Planning Group, LLC's estimated gain on his SPHY holdings is $84,275.80, reflecting a 2.35% gain to date.
Stonebridge Financial Planning Group, LLC SPHY ($23.67) Holding Chart
Stonebridge Financial Planning 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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