Hart & Patterson Financial Group’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
2024
Q4
$7.36M Buy
313,655
+7,577
+2% +$178K 3.58% 8
2024
Q3
$7.36M Sell
306,078
-2,322
-0.8% -$55.8K 3.49% 8
2024
Q2
$7.16M Buy
308,400
+3,550
+1% +$82.5K 3.55% 9
2024
Q1
$7.15M Sell
304,850
-74,838
-20% -$1.76M 3.54% 9
2023
Q4
$8.88M Buy
+379,688
New +$8.88M 4.61% 4