Provenance Wealth 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 | $819K | Buy |
34,421
+4,779
| +16% | +$114K | 0.12% | 45 |
|
|
2025
Q1 | $694K | Hold |
29,642
| – | – | 0.1% | 51 |
|
|
2024
Q4 | $696K | Hold |
29,642
| – | – | 0.09% | 65 |
|
|
2024
Q3 | $713K | Hold |
29,642
| – | – | 0.09% | 78 |
|
|
2024
Q2 | $689K | Hold |
29,642
| – | – | 0.1% | 75 |
|
|
2024
Q1 | $695K | Hold |
29,642
| – | – | 0.1% | 73 |
|
|
2023
Q4 | $693K | Buy |
+29,642
| New | +$693K | 0.09% | 74 |
|