Perigon 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 | $3.88M | Sell |
163,054
-43,779
| -21% | -$1.04M | 0.09% | 222 |
|
|
2025
Q1 | $4.84M | Buy |
206,833
+13,154
| +7% | +$308K | 0.12% | 163 |
|
|
2024
Q4 | $4.59M | Buy |
193,679
+62,712
| +48% | +$1.49M | 0.11% | 173 |
|
|
2024
Q3 | $3.15M | Sell |
130,967
-6,502
| -5% | -$156K | 0.08% | 217 |
|
|
2024
Q2 | $3.19M | Buy |
137,469
+7,155
| +5% | +$166K | 0.09% | 192 |
|
|
2024
Q1 | $3.06M | Buy |
130,314
+59,072
| +83% | +$1.39M | 0.09% | 197 |
|
|
2023
Q4 | $1.67M | Buy |
+71,242
| New | +$1.67M | 0.05% | 253 |
|