Financial Advocates Investment Management’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 | – | Sell |
-10,573
| Closed | -$248K | – | 733 |
|
|
2025
Q1 | $248K | Sell |
10,573
-2,282
| -18% | -$53.4K | 0.02% | 610 |
|
|
2024
Q4 | $302K | Buy |
12,855
+134
| +1% | +$3.15K | 0.02% | 594 |
|
|
2024
Q3 | $306K | Sell |
12,721
-353
| -3% | -$8.49K | 0.02% | 593 |
|
|
2024
Q2 | $304K | Sell |
13,074
-1,593
| -11% | -$37K | 0.02% | 571 |
|
|
2024
Q1 | $344K | Sell |
14,667
-320
| -2% | -$7.51K | 0.02% | 542 |
|
|
2023
Q4 | $350K | Buy |
14,987
+396
| +3% | +$9.26K | 0.02% | 508 |
|
|
2023
Q3 | $327K | Buy |
14,591
+3,758
| +35% | +$84.3K | 0.02% | 498 |
|
|
2023
Q2 | $247K | Sell |
10,833
-16,003
| -60% | -$366K | 0.02% | 576 |
|
|
2023
Q1 | $617K | Buy |
26,836
+14,408
| +116% | +$331K | 0.04% | 376 |
|
|
2022
Q4 | $278K | Buy |
+12,428
| New | +$278K | 0.02% | 576 |
|