Collaborative Wealth Management’s SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Sell |
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|
2025
Q1 | $443K | Sell |
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|
2024
Q4 | $450K | Sell |
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|
2024
Q3 | $484K | Sell |
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|
2024
Q2 | $491K | Sell |
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|
2024
Q1 | $795K | Sell |
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|
2023
Q4 | $814K | Sell |
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|
2023
Q3 | $784K | Buy |
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|
2023
Q2 | $615K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $521K | Buy |
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|
2022
Q3 | $484K | Buy |
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|
2022
Q2 | $415K | Buy |
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|
2021
Q4 | $288K | Buy |
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|
2021
Q1 | $461K | Buy |
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