Fermata 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 | $1.05M | Sell |
44,059
-174
| -0.4% | -$4.14K | 0.28% | 85 |
|
|
2025
Q1 | $1.04M | Buy |
44,233
+3,485
| +9% | +$81.6K | 0.19% | 102 |
|
|
2024
Q4 | $956K | Sell |
40,748
-3,185
| -7% | -$74.8K | 0.18% | 96 |
|
|
2024
Q3 | $1.06M | Sell |
43,933
-474
| -1% | -$11.4K | 0.21% | 78 |
|
|
2024
Q2 | $1.03M | Buy |
44,407
+1,166
| +3% | +$27.1K | 0.24% | 79 |
|
|
2024
Q1 | $1.01M | Buy |
+43,241
| New | +$1.01M | 0.23% | 74 |
|