Aurora Private Wealth’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 | $2.3M | Buy |
96,582
+1,993
| +2% | +$47.4K | 1.7% | 14 |
|
2025
Q1 | $2.22M | Buy |
94,589
+9,223
| +11% | +$216K | 1.77% | 12 |
|
2024
Q4 | $2M | Buy |
+85,366
| New | +$2M | 1.5% | 13 |
|
2022
Q2 | – | Sell |
-97,015
| Closed | -$2.44M | – | 199 |
|
2022
Q1 | $2.44M | Buy |
97,015
+12,681
| +15% | +$318K | 1% | 16 |
|
2021
Q4 | $2.24M | Buy |
84,334
+3,241
| +4% | +$86.1K | 0.97% | 19 |
|
2021
Q3 | $2.17M | Buy |
81,093
+6,404
| +9% | +$171K | 0.88% | 20 |
|
2021
Q2 | $2.01M | Buy |
+74,689
| New | +$2.01M | 0.8% | 22 |
|
2020
Q2 | – | Sell |
-14,971
| Closed | -$338K | – | 232 |
|
2020
Q1 | $338K | Sell |
14,971
-67,041
| -82% | -$1.51M | 0.12% | 161 |
|
2019
Q4 | $2.16M | Buy |
+82,012
| New | +$2.16M | 0.77% | 23 |
|