Instrumental 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 | $381K | Buy |
16,189
+386
| +2% | +$9.09K | 0.3% | 37 |
|
|
2025
Q1 | $368K | Buy |
15,803
+622
| +4% | +$14.5K | 0.33% | 33 |
|
|
2024
Q4 | $360K | Buy |
15,181
+1,239
| +9% | +$29.4K | 0.34% | 29 |
|
|
2024
Q3 | $332K | Buy |
13,942
+567
| +4% | +$13.5K | 0.32% | 32 |
|
|
2024
Q2 | $314K | Buy |
13,375
+230
| +2% | +$5.4K | 0.32% | 30 |
|
|
2024
Q1 | $304K | Sell |
13,145
-800
| -6% | -$18.5K | 0.13% | 30 |
|
|
2023
Q4 | $325K | Sell |
13,945
-22
| -0.2% | -$513 | 0.35% | 26 |
|
|
2023
Q3 | $307K | Buy |
13,967
+400
| +3% | +$8.8K | 0.36% | 24 |
|
|
2023
Q2 | $310K | Buy |
13,567
+430
| +3% | +$9.83K | 0.37% | 21 |
|
|
2023
Q1 | $298K | Buy |
+13,137
| New | +$298K | 0.39% | 20 |
|