Golden State Wealth 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 | $26.4K | Sell |
1,108
-307
| -22% | -$7.31K | ﹤0.01% | 809 |
|
|
2025
Q1 | $33.1K | Buy |
1,415
+932
| +193% | +$21.8K | ﹤0.01% | 686 |
|
|
2024
Q4 | $11.3K | Buy |
+483
| New | +$11.3K | ﹤0.01% | 933 |
|
|
2020
Q4 | – | Sell |
-1,029
| Closed | -$26K | – | 396 |
|
|
2020
Q3 | $26K | Buy |
+1,029
| New | +$26K | 0.01% | 369 |
|
|
2020
Q2 | – | Sell |
-1,028
| Closed | -$23K | – | 779 |
|
|
2020
Q1 | $23K | Buy |
+1,028
| New | +$23K | 0.01% | 485 |
|