HWMG
SPHY icon

Hurlow Wealth Management 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
$4.22M Buy
177,163
+14,244
+9% +$339K 1.19% 22
2025
Q1
$3.82M Buy
162,919
+10,548
+7% +$247K 1.19% 23
2024
Q4
$3.58M Buy
152,371
+6,824
+5% +$160K 1.12% 22
2024
Q3
$3.5M Buy
+145,547
New +$3.5M 1.09% 23