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Confluence Investment Management’s SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Confluence Investment Management’s Portfolio SPHY Stock Details SPHY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-505,720
Closed -$11.8M – 305
2025
Q1 		$11.8M Buy
505,720
+9,667
+2% +$226K 0.17% 101
2024
Q4 		$11.6M Buy
496,053
+17,118
+4% +$402K 0.16% 104
2024
Q3 		$11.5M Buy
+478,935
New +$11.5M 0.15% 105