Bell Investment Advisors’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 | $474K | Buy |
19,924
+4,975
| +33% | +$118K | 0.08% | 76 |
|
|
2025
Q1 | $350K | Buy |
14,949
+1,611
| +12% | +$37.7K | 0.06% | 80 |
|
|
2024
Q4 | $313K | Sell |
13,338
-270
| -2% | -$6.34K | 0.06% | 85 |
|
|
2024
Q3 | $327K | Sell |
13,608
-62,195
| -82% | -$1.5M | 0.06% | 82 |
|
|
2024
Q2 | $1.76M | Buy |
75,803
+15,597
| +26% | +$362K | 0.35% | 37 |
|
|
2024
Q1 | $1.41M | Sell |
60,206
-1,258
| -2% | -$29.5K | 0.28% | 40 |
|
|
2023
Q4 | $1.44M | Buy |
61,464
+43,749
| +247% | +$1.02M | 0.29% | 41 |
|
|
2023
Q3 | $397K | Buy |
+17,715
| New | +$397K | 0.09% | 68 |
|