Strategic Financial Planning, Inc. SPHY Holdings History
Strategic Financial Planning, Inc.'s SPDR Portfolio High Yield Bond ETF Holding Summary
As of 2025-03-31, Strategic Financial Planning, Inc. held 282,920.00 shares of SPDR Portfolio High Yield Bond ETF(SPHY), totaling $6.63 Mil. This investment constitutes 4.57% of their stock portfolio, and Strategic Financial Planning, Inc. now holds 0.08% of the outstanding SPDR Portfolio High Yield Bond ETF(SPHY) stock.
The initial trade took place in 2021Q4. And since then Strategic Financial Planning, Inc. has made 13 purchases of SPHY, at an average price of $24.81, for a total of 286,713.00 shares. In addition, there have been 1 sales at an average price of $22.01 for 3,793.00 shares. Based on historical transaction data and SPHY's current price of $23.74, Strategic Financial Planning, Inc.'s estimated gain on his SPHY holdings is $-314,293.30, reflecting a -4.42% gain to date.
Strategic Financial Planning, Inc. SPHY ($23.74) Holding Chart
Strategic Financial Planning, Inc. SPHY ($23.74) 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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