Concurrent Investment 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
$625K Buy
26,266
+16,042
+157% +$382K 0.01% 760
2025
Q1
$239K Buy
10,224
+1,486
+17% +$34.8K 0.01% 1030
2024
Q4
$205K Buy
+8,738
New +$205K 0.01% 970