APWA
Atlas Private Wealth Advisors’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 | $17.5M | Sell |
736,377
-49,926
| -6% | -$1.19M | 2.26% | 16 |
|
|
2025
Q1 | $18.4M | Sell |
786,303
-188,840
| -19% | -$4.42M | 2.57% | 12 |
|
|
2024
Q4 | $22.9M | Sell |
975,143
-739,868
| -43% | -$17.4M | 3.25% | 9 |
|
|
2024
Q3 | $41.2M | Sell |
1,715,011
-11,129
| -0.6% | -$268K | 5.98% | 4 |
|
|
2024
Q2 | $40.1M | Buy |
1,726,140
+898,495
| +109% | +$20.9M | 6.52% | 4 |
|
|
2024
Q1 | $19.4M | Sell |
827,645
-675,619
| -45% | -$15.8M | 6.49% | 5 |
|
|
2023
Q4 | $35.1M | Buy |
1,503,264
+426,440
| +40% | +$9.97M | 6.53% | 5 |
|
|
2023
Q3 | $24.1M | Buy |
1,076,824
+965,871
| +871% | +$21.7M | 4.56% | 7 |
|
|
2023
Q2 | $2.53M | Buy |
110,953
+77,384
| +231% | +$1.77M | 0.51% | 33 |
|
|
2023
Q1 | $771K | Buy |
33,569
+19,153
| +133% | +$440K | 0.36% | 58 |
|
|
2022
Q4 | $322K | Buy |
+14,416
| New | +$322K | 0.17% | 99 |
|