EP Wealth 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 | $240K | Buy |
10,094
+4,198
| +71% | +$99.9K | ﹤0.01% | 1149 |
|
|
2025
Q1 | $138K | Buy |
5,896
+86
| +1% | +$2.01K | ﹤0.01% | 1205 |
|
|
2024
Q4 | $136K | Sell |
5,810
-1,522
| -21% | -$35.7K | ﹤0.01% | 1161 |
|
|
2024
Q3 | $176K | Buy |
7,332
+2,112
| +40% | +$50.8K | ﹤0.01% | 1075 |
|
|
2024
Q2 | $121K | Buy |
+5,220
| New | +$121K | ﹤0.01% | 811 |
|
|
2023
Q4 | – | Sell |
-5,527
| Closed | -$124K | – | 832 |
|
|
2023
Q3 | $124K | Buy |
+5,527
| New | +$124K | ﹤0.01% | 716 |
|