Herold Advisors’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 | $1.63M | Buy |
68,594
+2,254
| +3% | +$53.6K | 0.34% | 82 |
|
|
2025
Q1 | $1.55M | Buy |
66,340
+4,589
| +7% | +$107K | 0.34% | 85 |
|
|
2024
Q4 | $1.45M | Sell |
61,751
-1,117
| -2% | -$26.2K | 0.32% | 85 |
|
|
2024
Q3 | $1.51M | Buy |
62,868
+3,250
| +5% | +$78.2K | 0.33% | 83 |
|
|
2024
Q2 | $1.38M | Buy |
59,618
+571
| +1% | +$13.3K | 0.32% | 86 |
|
|
2024
Q1 | $1.39M | Sell |
59,047
-110
| -0.2% | -$2.58K | 0.34% | 86 |
|
|
2023
Q4 | $1.38M | Buy |
+59,157
| New | +$1.38M | 0.38% | 76 |
|