Impact Partnership Wealth’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 | $5.42M | Buy |
227,697
+14,808
| +7% | +$352K | 1% | 19 |
|
|
2025
Q1 | $4.99M | Buy |
212,889
+5,578
| +3% | +$131K | 1.06% | 19 |
|
|
2024
Q4 | $4.87M | Buy |
207,311
+10,447
| +5% | +$245K | 0.98% | 19 |
|
|
2024
Q3 | $4.73M | Buy |
196,864
+71,043
| +56% | +$1.71M | 1.07% | 20 |
|
|
2024
Q2 | $2.92M | Buy |
125,821
+49,021
| +64% | +$1.14M | 0.77% | 21 |
|
|
2024
Q1 | $1.8M | Sell |
76,800
-20,885
| -21% | -$490K | 0.71% | 19 |
|
|
2023
Q4 | $2.28M | Buy |
97,685
+97,292
| +24,756% | +$2.27M | 0.83% | 18 |
|
|
2023
Q3 | $8.81K | Buy |
+393
| New | +$8.81K | ﹤0.01% | 615 |
|