Merit Financial Group’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
$3.8M Buy
159,840
+8,339
+6% +$198K 0.04% 342
2025
Q1
$3.55M Buy
+151,501
New +$3.55M 0.05% 277
2023
Q4
Sell
-11,077
Closed -$248K 823
2023
Q3
$248K Buy
11,077
+457
+4% +$10.2K 0.01% 638
2023
Q2
$243K Sell
10,620
-4,103
-28% -$93.7K 0.01% 648
2023
Q1
$338K Sell
14,723
-182
-1% -$4.18K 0.01% 479
2022
Q4
$333K Buy
+14,905
New +$333K 0.01% 518