Cahill Financial 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 | $843K | Sell |
35,405
-2,240
| -6% | -$53.3K | 0.1% | 134 |
|
|
2025
Q1 | $882K | Sell |
37,645
-5,683
| -13% | -$133K | 0.12% | 126 |
|
|
2024
Q4 | $1.02M | Sell |
43,328
-2,767
| -6% | -$64.9K | 0.14% | 117 |
|
|
2024
Q3 | $1.11M | Sell |
46,095
-49,068
| -52% | -$1.18M | 0.15% | 106 |
|
|
2024
Q2 | $2.21M | Sell |
95,163
-11,990
| -11% | -$279K | 0.3% | 66 |
|
|
2024
Q1 | $2.51M | Sell |
107,153
-31,514
| -23% | -$739K | 0.34% | 56 |
|
|
2023
Q4 | $3.24M | Buy |
138,667
+77,063
| +125% | +$1.8M | 0.48% | 42 |
|
|
2023
Q3 | $1.38M | Buy |
61,604
+1,056
| +2% | +$23.7K | 0.23% | 93 |
|
|
2023
Q2 | $1.38M | Buy |
60,548
+2,062
| +4% | +$47.1K | 0.22% | 91 |
|
|
2023
Q1 | $1.34M | Buy |
58,486
+2,237
| +4% | +$51.4K | 0.24% | 95 |
|
|
2022
Q4 | $1.26M | Buy |
56,249
+8,797
| +19% | +$197K | 0.24% | 102 |
|
|
2022
Q3 | $1.04M | Buy |
47,452
+15,944
| +51% | +$348K | 0.22% | 106 |
|
|
2022
Q2 | $707K | Buy |
31,508
+17,663
| +128% | +$396K | 0.15% | 129 |
|
|
2022
Q1 | $348K | Buy |
+13,845
| New | +$348K | 0.07% | 177 |
|