BOK Financial 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 | $81K | Buy |
3,403
+26
| +0.8% | +$619 | 0.01% | 221 |
|
|
2025
Q1 | $79.1K | Sell |
3,377
-146
| -4% | -$3.42K | 0.01% | 224 |
|
|
2024
Q4 | $82.7K | Sell |
3,523
-1,515
| -30% | -$35.6K | 0.01% | 225 |
|
|
2024
Q3 | $121K | Sell |
5,038
-1,971
| -28% | -$47.4K | 0.01% | 198 |
|
|
2024
Q2 | $163K | Buy |
7,009
+667
| +11% | +$15.5K | 0.01% | 177 |
|
|
2024
Q1 | $149K | Buy |
6,342
+2,390
| +60% | +$56.1K | 0.01% | 183 |
|
|
2023
Q4 | $92.4K | Buy |
3,952
+1,159
| +41% | +$27.1K | 0.01% | 203 |
|
|
2023
Q3 | $62.6K | Buy |
2,793
+606
| +28% | +$13.6K | 0.01% | 214 |
|
|
2023
Q2 | $50K | Buy |
2,187
+499
| +30% | +$11.4K | ﹤0.01% | 227 |
|
|
2023
Q1 | $38.8K | Buy |
1,688
+191
| +13% | +$4.39K | ﹤0.01% | 257 |
|
|
2022
Q4 | $33.4K | Buy |
1,497
+349
| +30% | +$7.8K | ﹤0.01% | 264 |
|
|
2022
Q3 | $25K | Buy |
+1,148
| New | +$25K | ﹤0.01% | 293 |
|