AWM
Ariadne Wealth Management’s SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
10,872
-800
| -7% | -$19K | 0.12% | 173 |
|
|
2025
Q1 | $271K | Sell |
11,672
-691
| -6% | -$16K | 0.14% | 156 |
|
|
2024
Q4 | $293K | Buy |
12,363
+907
| +8% | +$21.5K | 0.13% | 149 |
|
|
2024
Q3 | $273K | Sell |
11,456
-246
| -2% | -$5.85K | 0.15% | 146 |
|
|
2024
Q2 | $272K | Buy |
+11,702
| New | +$272K | 0.21% | 108 |
|