Foundations Investment Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.16M | Buy |
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|
2025
Q2 | $2.65M | Buy |
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|
2025
Q1 | $1.96M | Sell |
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|
2024
Q4 | $2.56M | Sell |
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|
2024
Q3 | $2.7M | Buy |
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|
2024
Q2 | $385K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $240K | Hold |
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|
2022
Q1 | $263K | Sell |
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|
2021
Q4 | $283K | Sell |
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|
2021
Q3 | $308K | Sell |
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|
2021
Q2 | $313K | Buy |
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|
2021
Q1 | $299K | Buy |
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|
2020
Q4 | $280K | Buy |
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|
2020
Q3 | $261K | Buy |
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