Capital Investment Advisory Services’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 | $276K | Buy |
11,617
+39
| +0.3% | +$928 | 0.02% | 477 |
|
|
2025
Q1 | $271K | Buy |
11,578
+1,396
| +14% | +$32.7K | 0.02% | 463 |
|
|
2024
Q4 | $239K | Buy |
10,182
+1,173
| +13% | +$27.5K | 0.02% | 457 |
|
|
2024
Q3 | $217K | Buy |
9,009
+1,229
| +16% | +$29.6K | 0.02% | 480 |
|
|
2024
Q2 | $181K | Buy |
7,780
+1,256
| +19% | +$29.2K | 0.02% | 501 |
|
|
2024
Q1 | $153K | Buy |
6,524
+85
| +1% | +$1.99K | 0.02% | 516 |
|
|
2023
Q4 | $151K | Buy |
6,439
+5,609
| +676% | +$131K | 0.01% | 510 |
|
|
2023
Q3 | $18.6K | Hold |
830
| – | – | ﹤0.01% | 709 |
|
|
2023
Q2 | $19K | Hold |
830
| – | – | ﹤0.01% | 701 |
|
|
2023
Q1 | $19.1K | Hold |
830
| – | – | ﹤0.01% | 692 |
|
|
2022
Q4 | $18.5K | Hold |
830
| – | – | ﹤0.01% | 697 |
|
|
2022
Q3 | $18K | Hold |
830
| – | – | ﹤0.01% | 651 |
|
|
2022
Q2 | $19K | Buy |
+830
| New | +$19K | ﹤0.01% | 666 |
|