KWB Wealth’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $225K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $15.7M | Buy |
|
|||||
|
2022
Q4 | $15.5M | Sell |
|
|||||
|
2022
Q3 | $15.5M | Buy |
|
|||||
|
2022
Q2 | $15.7M | Buy |
|
|||||
|
2022
Q1 | $1.46M | Hold |
|
|||||
|
2021
Q4 | $1.46M | Buy |
|
|||||
|
2021
Q3 | $1.36M | Buy |
|
|||||
|
2021
Q2 | $1.21M | Hold |
|
|||||
|
2021
Q1 | $1.21M | Buy |
|
|||||
|
2020
Q4 | $1.08M | Buy |
|