Exencial 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 | $1.4M | Buy |
58,871
+2,455
| +4% | +$58.4K | 0.05% | 248 |
|
|
2025
Q1 | $1.32M | Buy |
56,416
+2,794
| +5% | +$65.4K | 0.05% | 255 |
|
|
2024
Q4 | $1.26M | Buy |
53,622
+2,912
| +6% | +$68.3K | 0.05% | 257 |
|
|
2024
Q3 | $1.22M | Sell |
50,710
-1,665
| -3% | -$40K | 0.04% | 256 |
|
|
2024
Q2 | $1.22M | Sell |
52,375
-883
| -2% | -$20.5K | 0.05% | 246 |
|
|
2024
Q1 | $1.25M | Sell |
53,258
-24,141
| -31% | -$566K | 0.05% | 244 |
|
|
2023
Q4 | $1.81M | Buy |
+77,399
| New | +$1.81M | 0.07% | 202 |
|