Acorn Wealth Advisors’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
$276K Sell
11,576
-888
-7% -$21.1K 0.1% 197
2025
Q1
$292K Buy
12,464
+1,928
+18% +$45.2K 0.12% 172
2024
Q4
$247K Buy
10,536
+272
+3% +$6.38K 0.1% 198
2024
Q3
$247K Buy
+10,264
New +$247K 0.11% 196