Avantax Advisory Services’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 | $2.45M | Buy |
103,135
+32,376
| +46% | +$771K | 0.01% | 701 |
|
|
2025
Q1 | $1.66M | Sell |
70,759
-10,369
| -13% | -$243K | 0.01% | 844 |
|
|
2024
Q4 | $1.9M | Buy |
81,128
+36,649
| +82% | +$860K | 0.01% | 734 |
|
|
2024
Q3 | $1.07M | Sell |
44,479
-7,240
| -14% | -$174K | 0.01% | 983 |
|
|
2024
Q2 | $1.2M | Sell |
51,719
-908
| -2% | -$21.1K | 0.01% | 887 |
|
|
2024
Q1 | $1.23M | Buy |
52,627
+12,240
| +30% | +$287K | 0.01% | 678 |
|
|
2023
Q4 | $944K | Buy |
40,387
+23,789
| +143% | +$556K | 0.01% | 731 |
|
|
2023
Q3 | $372K | Buy |
+16,598
| New | +$372K | ﹤0.01% | 1073 |
|