Caitlin John’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 | – | Sell |
-146,241
| Closed | -$3.42M | – | 163 |
|
|
2025
Q1 | $3.42M | Buy |
146,241
+53,198
| +57% | +$1.25M | 3.36% | 7 |
|
|
2024
Q4 | $2.18M | Sell |
93,043
-10,349
| -10% | -$243K | 1.44% | 13 |
|
|
2024
Q3 | $2.46M | Buy |
103,392
+26,303
| +34% | +$625K | 1.53% | 11 |
|
|
2024
Q2 | $1.79M | Buy |
77,089
+2,878
| +4% | +$66.9K | 1.29% | 14 |
|
|
2024
Q1 | $1.74M | Buy |
+74,211
| New | +$1.74M | 1.3% | 12 |
|