Acorn Financial Advisory Services’s SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $705K | Buy |
29,615
+2,919
| +11% | +$69.5K | 0.12% | 89 |
|
|
2025
Q1 | $625K | Buy |
26,696
+1,323
| +5% | +$31K | 0.11% | 88 |
|
|
2024
Q4 | $596K | Buy |
25,373
+2,089
| +9% | +$49K | 0.1% | 99 |
|
|
2024
Q3 | $560K | Buy |
23,284
+351
| +2% | +$8.44K | 0.1% | 97 |
|
|
2024
Q2 | $533K | Buy |
22,933
+3,212
| +16% | +$74.6K | 0.1% | 101 |
|
|
2024
Q1 | $463K | Buy |
19,721
+10,038
| +104% | +$235K | 0.09% | 111 |
|
|
2023
Q4 | $226K | Buy |
+9,683
| New | +$226K | 0.04% | 229 |
|