Brown Financial Advisory’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 | $1M | Buy |
42,148
+2,700
| +7% | +$64.3K | 0.55% | 17 |
|
|
2025
Q1 | $924K | Buy |
39,448
+779
| +2% | +$18.2K | 0.58% | 14 |
|
|
2024
Q4 | $908K | Sell |
38,669
-420
| -1% | -$9.86K | 0.64% | 14 |
|
|
2024
Q3 | $940K | Sell |
39,089
-3,076
| -7% | -$74K | 0.67% | 14 |
|
|
2024
Q2 | $979K | Sell |
42,165
-1,219
| -3% | -$28.3K | 0.75% | 13 |
|
|
2024
Q1 | $1.02M | Sell |
43,384
-3,103
| -7% | -$72.8K | 0.79% | 15 |
|
|
2023
Q4 | $1.09M | Buy |
+46,487
| New | +$1.09M | 0.89% | 14 |
|