HF Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.98M | Buy |
167,287
+27,686
| +20% | +$659K | 1.57% | 12 |
|
|
2025
Q1 | $3.27M | Buy |
139,601
+16,234
| +13% | +$380K | 1.43% | 15 |
|
|
2024
Q4 | $2.9M | Buy |
123,367
+5,989
| +5% | +$141K | 1.33% | 18 |
|
|
2024
Q3 | $2.82M | Buy |
117,378
+6,941
| +6% | +$167K | 1.31% | 14 |
|
|
2024
Q2 | $2.57M | Buy |
110,437
+2,805
| +3% | +$65.2K | 1.33% | 13 |
|
|
2024
Q1 | $2.53M | Buy |
107,632
+4,163
| +4% | +$97.7K | 1.41% | 14 |
|
|
2023
Q4 | $2.42M | Buy |
103,469
+1,510
| +1% | +$35.3K | 1.54% | 10 |
|
|
2023
Q3 | $2.29M | Buy |
101,959
+7,304
| +8% | +$164K | 1.7% | 9 |
|
|
2023
Q2 | $2.16M | Buy |
94,655
+40,685
| +75% | +$929K | 1.71% | 13 |
|
|
2023
Q1 | $1.24M | Buy |
53,970
+8,039
| +18% | +$185K | 1.1% | 25 |
|
|
2022
Q4 | $1.03M | Buy |
+45,931
| New | +$1.03M | 1.04% | 26 |
|