NIWA
New Insight Wealth Advisors’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 | $994K | Sell |
41,765
-4,513
| -10% | -$107K | 0.41% | 41 |
|
|
2025
Q1 | $1.08M | Buy |
46,278
+4,324
| +10% | +$101K | 0.49% | 40 |
|
|
2024
Q4 | $985K | Buy |
41,954
+4,464
| +12% | +$105K | 0.49% | 37 |
|
|
2024
Q3 | $902K | Buy |
37,490
+13,005
| +53% | +$313K | 0.47% | 36 |
|
|
2024
Q2 | $569K | Buy |
+24,485
| New | +$569K | 0.33% | 41 |
|