Atria Wealth Solutions’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
$2.21M Sell
92,867
-204,780
-69% -$4.87M 0.05% 394
2025
Q1
$6.97M Sell
297,647
-69,411
-19% -$1.63M 0.08% 252
2024
Q4
$8.61M Buy
367,058
+165,523
+82% +$3.88M 0.09% 218
2024
Q3
$4.85M Buy
201,535
+72,505
+56% +$1.74M 0.05% 358
2024
Q2
$3M Buy
129,030
+61,757
+92% +$1.43M 0.03% 489
2024
Q1
$1.58M Sell
67,273
-84,588
-56% -$1.98M 0.02% 710
2023
Q4
$3.55M Buy
151,861
+3,664
+2% +$85.7K 0.04% 406
2023
Q3
$3.32M Buy
148,197
+34,025
+30% +$763K 0.05% 409
2023
Q2
$2.61M Buy
114,172
+48,817
+75% +$1.11M 0.04% 483
2023
Q1
$1.5M Sell
65,355
-5,312
-8% -$122K 0.02% 643
2022
Q4
$1.58M Sell
70,667
-179,010
-72% -$4M 0.03% 598
2022
Q3
$5.45M Sell
249,677
-4,314
-2% -$94.1K 0.09% 216
2022
Q2
$5.7M Buy
+253,991
New +$5.7M 0.11% 194