WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC SPHY Holdings History
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC's SPDR Portfolio High Yield Bond ETF Holding Summary
As of 2024-03-31, WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC held 1.42 Mil shares of SPDR Portfolio High Yield Bond ETF(SPHY), totaling $33.36 Mil. This investment constitutes 0.93% of their stock portfolio, and WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC now holds -% of the outstanding SPDR Portfolio High Yield Bond ETF(SPHY) stock.
The initial trade took place in 2024Q1. And since then WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC has made 1 purchases of SPHY, at an average price of $23.34, for a total of 1.42 Mil shares. Based on historical transaction data and SPHY's current price of $23.69, WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC's estimated gain on his SPHY holdings is $497,704.20, reflecting a 1.50% gain to date.
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC SPHY ($23.69) Holding Chart
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC SPHY ($23.69) 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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