Modern 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 | $3.5M | Buy |
147,017
+66,581
| +83% | +$1.58M | 0.09% | 195 |
|
|
2025
Q1 | $1.88M | Buy |
80,436
+21,584
| +37% | +$505K | 0.06% | 214 |
|
|
2024
Q4 | $1.38M | Buy |
58,852
+14,113
| +32% | +$331K | 0.05% | 224 |
|
|
2024
Q3 | $1.08M | Buy |
44,739
+9,872
| +28% | +$237K | 0.07% | 160 |
|
|
2024
Q2 | $810K | Buy |
34,867
+15,923
| +84% | +$370K | 0.06% | 158 |
|
|
2024
Q1 | $444K | Buy |
+18,944
| New | +$444K | 0.04% | 183 |
|