IHT Wealth Management’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 | $1.64M | Buy |
68,781
+3,481
| +5% | +$82.8K | 0.05% | 359 |
|
2025
Q1 | $1.53M | Buy |
65,300
+21,112
| +48% | +$494K | 0.05% | 347 |
|
2024
Q4 | $1.04M | Buy |
44,188
+16,910
| +62% | +$397K | 0.03% | 443 |
|
2024
Q3 | $655K | Buy |
+27,278
| New | +$655K | 0.02% | 635 |
|
2018
Q2 | – | Sell |
-393
| Closed | -$10K | – | 1214 |
|
2018
Q1 | $10K | Hold |
393
| – | – | ﹤0.01% | 1200 |
|
2017
Q4 | $10K | Buy |
+393
| New | +$10K | ﹤0.01% | 1205 |
|