Founders Financial Alliance’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 | $122K | Buy |
5,135
+975
| +23% | +$23.2K | 0.03% | 343 |
|
|
2025
Q1 | $97.4K | Buy |
4,160
+355
| +9% | +$8.31K | 0.02% | 385 |
|
|
2024
Q4 | $89.3K | Hold |
3,805
| – | – | 0.02% | 333 |
|
|
2024
Q3 | $91.5K | Sell |
3,805
-4
| -0.1% | -$96 | 0.03% | 339 |
|
|
2024
Q2 | $88.5K | Hold |
3,809
| – | – | 0.03% | 333 |
|
|
2024
Q1 | $89.4K | Hold |
3,809
| – | – | 0.03% | 333 |
|
|
2023
Q4 | $89.1K | Buy |
3,809
+130
| +4% | +$3.04K | 0.03% | 302 |
|
|
2023
Q3 | $82.5K | Buy |
3,679
+859
| +30% | +$19.3K | 0.04% | 284 |
|
|
2023
Q2 | $64.4K | Hold |
2,820
| – | – | 0.03% | 322 |
|
|
2023
Q1 | $64.8K | Hold |
2,820
| – | – | 0.03% | 283 |
|
|
2022
Q4 | $63K | Buy |
2,820
+123
| +5% | +$2.75K | 0.03% | 301 |
|
|
2022
Q3 | $59K | Buy |
+2,697
| New | +$59K | 0.03% | 303 |
|