Gladstone Institutional Advisory’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 | $278K | Buy |
11,698
+891
| +8% | +$21.2K | 0.01% | 624 |
|
|
2025
Q1 | $253K | Sell |
10,807
-814
| -7% | -$19.1K | 0.01% | 629 |
|
|
2024
Q4 | $273K | Sell |
11,621
-792
| -6% | -$18.6K | 0.01% | 617 |
|
|
2024
Q3 | $299K | Sell |
12,413
-400
| -3% | -$9.62K | 0.01% | 573 |
|
|
2024
Q2 | $298K | Buy |
12,813
+217
| +2% | +$5.04K | 0.02% | 544 |
|
|
2024
Q1 | $296K | Sell |
12,596
-1,617
| -11% | -$37.9K | 0.02% | 534 |
|
|
2023
Q4 | $332K | Sell |
14,213
-100
| -0.7% | -$2.34K | 0.02% | 500 |
|
|
2023
Q3 | $321K | Hold |
14,313
| – | – | 0.02% | 475 |
|
|
2023
Q2 | $327K | Sell |
14,313
-318
| -2% | -$7.26K | 0.02% | 506 |
|
|
2023
Q1 | $336K | Buy |
14,631
+51
| +0.3% | +$1.17K | 0.02% | 493 |
|
|
2022
Q4 | $326K | Buy |
+14,580
| New | +$326K | 0.02% | 485 |
|