IFP Advisors’s SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Buy |
143,923
+126,232
| +714% | +$3M | 0.1% | 225 |
|
|
2025
Q1 | $414K | Buy |
17,691
+4,570
| +35% | +$107K | 0.01% | 840 |
|
|
2024
Q4 | $308K | Sell |
13,121
-1,821
| -12% | -$42.7K | 0.01% | 925 |
|
|
2024
Q3 | $359K | Buy |
14,942
+2,733
| +22% | +$65.7K | 0.01% | 819 |
|
|
2024
Q2 | $284K | Buy |
12,209
+2,186
| +22% | +$50.8K | 0.01% | 864 |
|
|
2024
Q1 | $235K | Buy |
10,023
+5,661
| +130% | +$133K | 0.01% | 926 |
|
|
2023
Q4 | $102K | Sell |
4,362
-10,707
| -71% | -$250K | ﹤0.01% | 1236 |
|
|
2023
Q3 | $338K | Sell |
15,069
-19
| -0.1% | -$426 | 0.02% | 734 |
|
|
2023
Q2 | $345K | Buy |
15,088
+12,071
| +400% | +$276K | 0.01% | 790 |
|
|
2023
Q1 | $76.9K | Sell |
3,017
-2,406
| -44% | -$61.3K | ﹤0.01% | 1383 |
|
|
2022
Q4 | $139K | Buy |
5,423
+307
| +6% | +$7.87K | ﹤0.01% | 1559 |
|
|
2022
Q3 | $132K | Buy |
5,116
+1,239
| +32% | +$32K | ﹤0.01% | 1669 |
|
|
2022
Q2 | $101K | Hold |
3,877
| – | – | ﹤0.01% | 1685 |
|
|
2022
Q1 | $101K | Buy |
+3,877
| New | +$101K | ﹤0.01% | 1685 |
|
|
2021
Q3 | – | Sell |
-3
| Closed | – | – | 4435 |
|
|
2021
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 4222 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 4107 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 3923 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 3783 |
|
|
2020
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 3609 |
|
|
2020
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 3535 |
|
|
2019
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 3516 |
|
|
2019
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 3566 |
|