Prevail Innovative Wealth Advisors’s SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.12M Buy
46,952
+10,750
+30% +$256K 0.25% 123
2025
Q1
$848K Buy
36,202
+12,534
+53% +$294K 0.23% 115
2024
Q4
$555K Buy
23,668
+7,176
+44% +$168K 0.16% 119
2024
Q3
$397K Buy
+16,492
New +$397K 0.12% 129