Founders Financial Securities’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 | $259K | Sell |
10,891
-78,547
| -88% | -$1.87M | 0.02% | 443 |
|
|
2025
Q1 | $2.08M | Buy |
89,438
+5,112
| +6% | +$119K | 0.18% | 117 |
|
|
2024
Q4 | $1.98M | Buy |
84,326
+9,419
| +13% | +$221K | 0.18% | 110 |
|
|
2024
Q3 | $1.8M | Buy |
74,907
+16,945
| +29% | +$408K | 0.17% | 114 |
|
|
2024
Q2 | $1.35M | Buy |
57,962
+15,330
| +36% | +$356K | 0.13% | 146 |
|
|
2024
Q1 | $1M | Buy |
42,632
+11,361
| +36% | +$267K | 0.1% | 165 |
|
|
2023
Q4 | $731K | Buy |
31,271
+15,768
| +102% | +$369K | 0.08% | 203 |
|
|
2023
Q3 | $348K | Buy |
+15,503
| New | +$348K | 0.05% | 251 |
|