Tempus Wealth Planning, LLC SPHY Holdings History
Tempus Wealth Planning, LLC's SPDR Portfolio High Yield Bond ETF Holding Summary
As of 2025-06-30, Tempus Wealth Planning, LLC held 60,468.00 shares of SPDR Portfolio High Yield Bond ETF(SPHY), totaling $1.44 Mil. This investment constitutes 0.36% of their stock portfolio, and Tempus Wealth Planning, LLC now holds 0.02% of the outstanding SPDR Portfolio High Yield Bond ETF(SPHY) stock.
The initial trade took place in 2025Q2. And since then Tempus Wealth Planning, LLC has made 1 purchases of SPHY, at an average price of $23.27, for a total of 60,468.00 shares. Based on historical transaction data and SPHY's current price of $23.74, Tempus Wealth Planning, LLC's estimated gain on his SPHY holdings is $28,419.96, reflecting a 2.02% gain to date.
Tempus Wealth Planning, LLC SPHY ($23.74) Holding Chart
Tempus Wealth Planning, LLC 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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