Integrated Wealth Concepts’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 | $287K | Buy |
12,071
+956
| +9% | +$22.8K | ﹤0.01% | 1571 |
|
|
2025
Q1 | $260K | Buy |
11,115
+745
| +7% | +$17.4K | ﹤0.01% | 1483 |
|
|
2024
Q4 | $243K | Buy |
+10,370
| New | +$243K | ﹤0.01% | 1496 |
|
|
2024
Q2 | – | Sell |
-9,106
| Closed | -$214K | – | 1706 |
|
|
2024
Q1 | $214K | Buy |
+9,106
| New | +$214K | ﹤0.01% | 1493 |
|
|
2022
Q2 | – | Sell |
-8,000
| Closed | -$201K | – | 1065 |
|
|
2022
Q1 | $201K | Buy |
+8,000
| New | +$201K | 0.01% | 887 |
|