Perennial 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 | $254K | Buy |
+10,688
| New | +$254K | 0.02% | 384 |
|
|
2024
Q1 | – | Sell |
-11,252
| Closed | -$263K | – | 360 |
|
|
2023
Q4 | $263K | Buy |
11,252
+459
| +4% | +$10.7K | 0.04% | 264 |
|
|
2023
Q3 | $242K | Buy |
10,793
+116
| +1% | +$2.6K | 0.04% | 265 |
|
|
2023
Q2 | $244K | Buy |
10,677
+16
| +0.2% | +$365 | 0.04% | 276 |
|
|
2023
Q1 | $245K | Buy |
+10,661
| New | +$245K | 0.05% | 268 |
|