OneDigital Investment Advisors’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 | $2.36M | Sell |
99,338
-402,515
| -80% | -$9.58M | 0.03% | 389 |
|
|
2025
Q1 | $11.8M | Buy |
501,853
+20,888
| +4% | +$489K | 0.14% | 137 |
|
|
2024
Q4 | $11.3M | Buy |
480,965
+469,521
| +4,103% | +$11M | 0.13% | 141 |
|
|
2024
Q3 | $275K | Buy |
11,444
+26
| +0.2% | +$625 | ﹤0.01% | 1199 |
|
|
2024
Q2 | $265K | Sell |
11,418
-137
| -1% | -$3.18K | ﹤0.01% | 1162 |
|
|
2024
Q1 | $271K | Buy |
11,555
+1,077
| +10% | +$25.3K | ﹤0.01% | 950 |
|
|
2023
Q4 | $245K | Buy |
+10,478
| New | +$245K | ﹤0.01% | 983 |
|