Peak Financial 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 | $488K | Buy |
20,515
+5,244
| +34% | +$125K | 0.25% | 65 |
|
|
2025
Q1 | $358K | Buy |
15,271
+407
| +3% | +$9.53K | 0.18% | 65 |
|
|
2024
Q4 | $349K | Sell |
14,864
-235
| -2% | -$5.52K | 0.18% | 68 |
|
|
2024
Q3 | $363K | Buy |
15,099
+867
| +6% | +$20.9K | 0.19% | 67 |
|
|
2024
Q2 | $331K | Buy |
14,232
+483
| +4% | +$11.2K | 0.19% | 68 |
|
|
2024
Q1 | $323K | Buy |
13,749
+4,093
| +42% | +$96K | 0.2% | 63 |
|
|
2023
Q4 | $226K | Sell |
9,656
-2,427
| -20% | -$56.7K | 0.15% | 68 |
|
|
2023
Q3 | $271K | Sell |
12,083
-6,671
| -36% | -$150K | 0.29% | 43 |
|
|
2023
Q2 | $428K | Buy |
+18,754
| New | +$428K | 0.34% | 41 |
|