Arkadios Wealth Advisors’s SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.25M | Buy |
136,579
+67,810
| +99% | +$1.61M | 0.1% | 224 |
|
|
2025
Q1 | $1.61M | Buy |
68,769
+34,554
| +101% | +$809K | 0.06% | 337 |
|
|
2024
Q4 | $803K | Buy |
34,215
+5,206
| +18% | +$122K | 0.04% | 389 |
|
|
2024
Q3 | $698K | Buy |
29,009
+15,473
| +114% | +$372K | 0.04% | 425 |
|
|
2024
Q2 | $314K | Buy |
+13,536
| New | +$314K | 0.02% | 620 |
|
|
2021
Q4 | – | Sell |
-4,000
| Closed | -$107K | – | 1604 |
|
|
2021
Q3 | $107K | Hold |
4,000
| – | – | 0.02% | 675 |
|
|
2021
Q2 | $107K | Buy |
+4,000
| New | +$107K | 0.01% | 707 |
|