Arete 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 | $1.18M | Buy |
49,650
+18,601
| +60% | +$443K | 0.08% | 230 |
|
|
2025
Q1 | $727K | Sell |
31,049
-10,544
| -25% | -$247K | 0.06% | 301 |
|
|
2024
Q4 | $976K | Buy |
41,593
+25,912
| +165% | +$608K | 0.07% | 256 |
|
|
2024
Q3 | $377K | Sell |
15,681
-39,761
| -72% | -$956K | 0.03% | 458 |
|
|
2024
Q2 | $1.29M | Buy |
55,442
+7,370
| +15% | +$171K | 0.11% | 187 |
|
|
2024
Q1 | $1.13M | Buy |
+48,072
| New | +$1.13M | 0.1% | 194 |
|