Godshalk Welsh Capital Management’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 | $637K | Hold |
26,750
| – | – | 0.39% | 78 |
|
|
2025
Q1 | $626K | Buy |
26,750
+25
| +0.1% | +$586 | 0.41% | 73 |
|
|
2024
Q4 | $627K | Buy |
26,725
+3,925
| +17% | +$92.1K | 0.4% | 74 |
|
|
2024
Q3 | $548K | Buy |
22,800
+4,800
| +27% | +$115K | 0.35% | 83 |
|
|
2024
Q2 | $418K | Buy |
18,000
+500
| +3% | +$11.6K | 0.28% | 88 |
|
|
2024
Q1 | $411K | Buy |
17,500
+2,500
| +17% | +$58.7K | 0.28% | 89 |
|
|
2023
Q4 | $351K | Buy |
15,000
+4,000
| +36% | +$93.5K | 0.25% | 93 |
|
|
2023
Q3 | $247K | Buy |
+11,000
| New | +$247K | 0.19% | 106 |
|