Foundations Investment Advisors’s SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Buy |
111,273
+27,726
| +33% | +$660K | 0.04% | 271 |
|
|
2025
Q1 | $1.96M | Sell |
83,547
-25,733
| -24% | -$603K | 0.04% | 297 |
|
|
2024
Q4 | $2.56M | Sell |
109,280
-2,840
| -3% | -$66.7K | 0.05% | 251 |
|
|
2024
Q3 | $2.7M | Buy |
112,120
+95,557
| +577% | +$2.3M | 0.06% | 231 |
|
|
2024
Q2 | $385K | Buy |
+16,563
| New | +$385K | 0.01% | 552 |
|
|
2022
Q3 | – | Sell |
-10,692
| Closed | -$240K | – | 436 |
|
|
2022
Q2 | $240K | Hold |
10,692
| – | – | 0.01% | 336 |
|
|
2022
Q1 | $263K | Sell |
10,692
-28
| -0.3% | -$689 | 0.01% | 302 |
|
|
2021
Q4 | $283K | Sell |
10,720
-847
| -7% | -$22.4K | 0.01% | 288 |
|
|
2021
Q3 | $308K | Sell |
11,567
-65
| -0.6% | -$1.73K | 0.01% | 245 |
|
|
2021
Q2 | $313K | Buy |
11,632
+385
| +3% | +$10.4K | 0.02% | 229 |
|
|
2021
Q1 | $299K | Buy |
11,247
+707
| +7% | +$18.8K | 0.02% | 181 |
|
|
2020
Q4 | $280K | Buy |
10,540
+148
| +1% | +$3.93K | 0.02% | 150 |
|
|
2020
Q3 | $261K | Buy |
+10,392
| New | +$261K | 0.06% | 146 |
|