GVAG
Great Valley Advisor Group’s SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.16M | Sell |
342,997
-94,642
| -22% | -$2.25M | 0.18% | 124 |
|
|
2025
Q1 | $10.2M | Sell |
437,639
-20,216
| -4% | -$473K | 0.22% | 110 |
|
|
2024
Q4 | $10.7M | Sell |
457,855
-50,487
| -10% | -$1.18M | 0.24% | 101 |
|
|
2024
Q3 | $12.2M | Sell |
508,342
-793,081
| -61% | -$19.1M | 0.3% | 84 |
|
|
2024
Q2 | $30.2M | Buy |
1,301,423
+203,402
| +19% | +$4.73M | 0.85% | 21 |
|
|
2024
Q1 | $25.8M | Buy |
1,098,021
+239,805
| +28% | +$5.63M | 0.78% | 23 |
|
|
2023
Q4 | $20.1M | Buy |
+858,216
| New | +$20.1M | 0.7% | 32 |
|