Kohmann Bosshard Financial Services’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 | $21.9M | Buy |
921,354
+23,992
| +3% | +$571K | 2.45% | 10 |
|
|
2025
Q1 | $21M | Buy |
897,362
+32,310
| +4% | +$757K | 2.48% | 11 |
|
|
2024
Q4 | $20.3M | Buy |
865,052
+35,907
| +4% | +$843K | 2.44% | 10 |
|
|
2024
Q3 | $19.9M | Buy |
829,145
+14,811
| +2% | +$356K | 2.48% | 12 |
|
|
2024
Q2 | $18.9M | Buy |
814,334
+43,878
| +6% | +$1.02M | 2.55% | 10 |
|
|
2024
Q1 | $18.1M | Buy |
770,456
+65,482
| +9% | +$1.54M | 2.52% | 9 |
|
|
2023
Q4 | $16.5M | Buy |
704,974
+38,521
| +6% | +$901K | 2.51% | 10 |
|
|
2023
Q3 | $14.9M | Buy |
666,453
+27,999
| +4% | +$628K | 2.57% | 10 |
|
|
2023
Q2 | $14.6M | Buy |
638,454
+76,603
| +14% | +$1.75M | 2.51% | 10 |
|
|
2023
Q1 | $13M | Buy |
561,851
+25,268
| +5% | +$586K | 2.44% | 13 |
|
|
2022
Q4 | $12M | Sell |
536,583
-9,304
| -2% | -$208K | 2.39% | 13 |
|
|
2022
Q3 | $11.9M | Buy |
545,887
+54,002
| +11% | +$1.18M | 2.64% | 11 |
|
|
2022
Q2 | $11M | Buy |
491,885
+25,912
| +6% | +$582K | 2.44% | 12 |
|
|
2022
Q1 | $11.7M | Buy |
465,973
+35,784
| +8% | +$898K | 2.3% | 15 |
|
|
2021
Q4 | $11.7M | Buy |
+430,189
| New | +$11.7M | 2.34% | 14 |
|