EverSource Wealth Advisors’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
$170K Buy
7,149
+1
+0% +$24 0.01% 930
2025
Q1
$167K Hold
7,148
0.01% 721
2024
Q4
$168K Buy
+7,148
New +$168K 0.01% 717