Cape Investment 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 | $30.4K | Buy |
1,276
+47
| +4% | +$1.12K | 0.01% | 445 |
|
|
2025
Q1 | $28.8K | Sell |
1,229
-44
| -3% | -$1.03K | 0.01% | 419 |
|
|
2024
Q4 | $29.9K | Buy |
1,273
+35
| +3% | +$821 | 0.01% | 415 |
|
|
2024
Q3 | $29.8K | Buy |
1,238
+145
| +13% | +$3.49K | 0.01% | 397 |
|
|
2024
Q2 | $25.4K | Buy |
1,093
+15
| +1% | +$348 | 0.01% | 394 |
|
|
2024
Q1 | $25.3K | Sell |
1,078
-408
| -27% | -$9.57K | 0.01% | 406 |
|
|
2023
Q4 | $34.7K | Buy |
+1,486
| New | +$34.7K | 0.02% | 420 |
|