Appleton Partners’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 | $3.02M | Buy |
126,845
+1,857
| +1% | +$44.2K | 0.21% | 98 |
|
|
2025
Q1 | $2.93M | Buy |
124,988
+4,669
| +4% | +$109K | 0.23% | 92 |
|
|
2024
Q4 | $2.82M | Buy |
120,319
+3,721
| +3% | +$87.3K | 0.21% | 97 |
|
|
2024
Q3 | $2.8M | Buy |
116,598
+2,397
| +2% | +$57.6K | 0.21% | 97 |
|
|
2024
Q2 | $2.65M | Buy |
114,201
+5,156
| +5% | +$120K | 0.2% | 96 |
|
|
2024
Q1 | $2.56M | Buy |
109,045
+3,623
| +3% | +$85K | 0.2% | 102 |
|
|
2023
Q4 | $2.47M | Buy |
+105,422
| New | +$2.47M | 0.2% | 100 |
|