Convergence Financial’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 | $2.18M | Buy |
91,394
+5,868
| +7% | +$140K | 0.37% | 48 |
|
|
2025
Q1 | $2M | Buy |
85,526
+2,316
| +3% | +$54.2K | 0.39% | 43 |
|
|
2024
Q4 | $1.95M | Buy |
83,210
+4,506
| +6% | +$106K | 0.39% | 40 |
|
|
2024
Q3 | $1.89M | Buy |
78,704
+7,510
| +11% | +$181K | 0.4% | 40 |
|
|
2024
Q2 | $1.65M | Buy |
71,194
+34,137
| +92% | +$793K | 0.44% | 36 |
|
|
2024
Q1 | $869K | Buy |
+37,057
| New | +$869K | 0.36% | 23 |
|