Key Financial Inc’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 | $315K | Hold |
13,243
| – | – | 0.06% | 219 |
|
|
2025
Q1 | $310K | Hold |
13,243
| – | – | 0.07% | 209 |
|
|
2024
Q4 | $311K | Buy |
13,243
+310
| +2% | +$7.28K | 0.07% | 196 |
|
|
2024
Q3 | $311K | Hold |
12,933
| – | – | 0.07% | 204 |
|
|
2024
Q2 | $300K | Buy |
12,933
+494
| +4% | +$11.5K | 0.07% | 193 |
|
|
2024
Q1 | $292K | Hold |
12,439
| – | – | 0.07% | 188 |
|
|
2023
Q4 | $291K | Buy |
12,439
+255
| +2% | +$5.96K | 0.08% | 179 |
|
|
2023
Q3 | $273K | Hold |
12,184
| – | – | 0.09% | 173 |
|
|
2023
Q2 | $278K | Hold |
12,184
| – | – | 0.09% | 174 |
|
|
2023
Q1 | $280K | Buy |
+12,184
| New | +$280K | 0.1% | 161 |
|