IFWM
Institute for Wealth Management’s SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-13,297
| Closed | -$326K | – | 439 |
|
|
2020
Q2 | $326K | Buy |
13,297
+986
| +8% | +$24.2K | 0.08% | 311 |
|
|
2020
Q1 | $278K | Sell |
12,311
-111
| -0.9% | -$2.51K | 0.09% | 291 |
|
|
2019
Q4 | $327K | Buy |
12,422
+967
| +8% | +$25.5K | 0.07% | 326 |
|
|
2019
Q3 | $300K | Buy |
11,455
+954
| +9% | +$25K | 0.08% | 325 |
|
|
2019
Q2 | $275K | Sell |
10,501
-79
| -0.7% | -$2.07K | 0.06% | 372 |
|
|
2019
Q1 | $275K | Buy |
10,580
+45
| +0.4% | +$1.17K | 0.06% | 352 |
|
|
2018
Q4 | $260K | Buy |
10,535
+105
| +1% | +$2.59K | 0.11% | 212 |
|
|
2018
Q3 | $262K | Sell |
10,430
-348
| -3% | -$8.74K | 0.09% | 195 |
|
|
2018
Q2 | $272K | Buy |
10,778
+61
| +0.6% | +$1.54K | 0.09% | 200 |
|
|
2018
Q1 | $271K | Buy |
+10,717
| New | +$271K | 0.08% | 241 |
|