Meridian 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 | $4.84M | Sell |
203,272
-1,284
| -0.6% | -$30.6K | 0.21% | 105 |
|
|
2025
Q1 | $4.79M | Buy |
204,556
+30,325
| +17% | +$710K | 0.23% | 95 |
|
|
2024
Q4 | $4.09M | Buy |
174,231
+17,168
| +11% | +$403K | 0.19% | 111 |
|
|
2024
Q3 | $3.78M | Buy |
157,063
+49,045
| +45% | +$1.18M | 0.19% | 120 |
|
|
2024
Q2 | $2.51M | Buy |
+108,018
| New | +$2.51M | 0.3% | 67 |
|
|
2024
Q1 | – | Sell |
-36,285
| Closed | -$848K | – | 486 |
|
|
2023
Q4 | $848K | Buy |
+36,285
| New | +$848K | 0.05% | 289 |
|