CIA
Compass Ion Advisors’s SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $689K | Buy |
28,956
+21
| +0.1% | +$500 | 0.07% | 139 |
|
|
2025
Q1 | $678K | Sell |
28,935
-68
| -0.2% | -$1.59K | 0.08% | 138 |
|
|
2024
Q4 | $681K | Sell |
29,003
-92
| -0.3% | -$2.16K | 0.08% | 135 |
|
|
2024
Q3 | $700K | Buy |
+29,095
| New | +$700K | 0.09% | 130 |
|