MWM
McNaughton Wealth Management’s SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Sell |
9,839
-4,751
| -33% | -$113K | 0.1% | 69 |
|
|
2025
Q1 | $342K | Sell |
14,590
-121,578
| -89% | -$2.85M | 0.17% | 64 |
|
|
2024
Q4 | $3.2M | Buy |
136,168
+1,763
| +1% | +$41.4K | 1.54% | 18 |
|
|
2024
Q3 | $3.23M | Buy |
134,405
+3,680
| +3% | +$88.5K | 1.57% | 18 |
|
|
2024
Q2 | $3.04M | Buy |
130,725
+10,271
| +9% | +$239K | 1.61% | 21 |
|
|
2024
Q1 | $2.83M | Buy |
120,454
+5,075
| +4% | +$119K | 1.57% | 21 |
|
|
2023
Q4 | $2.7M | Buy |
115,379
+5,627
| +5% | +$132K | 1.6% | 20 |
|
|
2023
Q3 | $2.46M | Buy |
109,752
+60,805
| +124% | +$1.36M | 1.64% | 20 |
|
|
2023
Q2 | $1.12M | Buy |
+48,947
| New | +$1.12M | 0.72% | 36 |
|