Phillips Financial 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 | $342K | Hold |
14,361
| – | – | 0.02% | 156 |
|
|
2025
Q1 | $336K | Buy |
14,361
+210
| +1% | +$4.92K | 0.03% | 153 |
|
|
2024
Q4 | $332K | Sell |
14,151
-1,282
| -8% | -$30.1K | 0.03% | 145 |
|
|
2024
Q3 | $371K | Buy |
15,433
+1,282
| +9% | +$30.8K | 0.03% | 144 |
|
|
2024
Q2 | $329K | Sell |
14,151
-371
| -3% | -$8.62K | 0.03% | 149 |
|
|
2024
Q1 | $341K | Buy |
14,522
+556
| +4% | +$13K | 0.03% | 149 |
|
|
2023
Q4 | $327K | Sell |
13,966
-3,351
| -19% | -$78.3K | 0.03% | 147 |
|
|
2023
Q3 | $388K | Buy |
17,317
+396
| +2% | +$8.88K | 0.04% | 133 |
|
|
2023
Q2 | $386K | Hold |
16,921
| – | – | 0.04% | 135 |
|
|
2023
Q1 | $389K | Buy |
16,921
+5,279
| +45% | +$121K | 0.04% | 130 |
|
|
2022
Q4 | $260K | Buy |
11,642
+3,247
| +39% | +$72.5K | 0.03% | 135 |
|
|
2022
Q3 | $183K | Buy |
+8,395
| New | +$183K | 0.02% | 144 |
|