DWM
Diversify Wealth Management’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 | $11.9M | Buy |
500,765
+74,288
| +17% | +$1.76M | 0.73% | 23 |
|
|
2025
Q1 | $9.97M | Buy |
426,477
+95,651
| +29% | +$2.24M | 0.74% | 23 |
|
|
2024
Q4 | $7.75M | Buy |
330,826
+105,464
| +47% | +$2.47M | 0.6% | 35 |
|
|
2024
Q3 | $5.34M | Buy |
225,362
+32,693
| +17% | +$774K | 0.51% | 41 |
|
|
2024
Q2 | $4.47M | Buy |
+192,669
| New | +$4.47M | 0.56% | 40 |
|