KFG Wealth Management’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 | – | Sell |
-10,337
| Closed | -$242K | – | 207 |
|
|
2025
Q1 | $242K | Sell |
10,337
-1,763
| -15% | -$41.3K | 0.04% | 170 |
|
|
2024
Q4 | $284K | Sell |
12,100
-1,915
| -14% | -$44.9K | 0.05% | 152 |
|
|
2024
Q3 | $337K | Buy |
14,015
+2,248
| +19% | +$54.1K | 0.07% | 133 |
|
|
2024
Q2 | $273K | Buy |
11,767
+2,354
| +25% | +$54.7K | 0.11% | 129 |
|
|
2024
Q1 | $221K | Buy |
+9,413
| New | +$221K | 0.09% | 149 |
|