ProVise Management Group’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.2M Buy
2025
Q2
$6.85M Sell
2025
Q1
$6.86M Buy
2024
Q4
$6.11M Sell
2024
Q3
$6.39M Buy
2024
Q2
$5.84M Buy
2024
Q1
$5.69M Sell
2023
Q4
$7.18M Sell
2023
Q3
$6.97M Buy
2023
Q2
$5.25M Buy
2023
Q1
$5.2M Buy
2022
Q4
$4.9M Sell
2022
Q3
$4.91M Buy
2022
Q2
$4.5M Buy
2022
Q1
$4.6M Buy
2021
Q4
$2.06M Buy
2021
Q3
$1.65M Buy
2021
Q2
$892K Buy
2021
Q1
$694K Buy
2020
Q4
$309K Buy
2020
Q3
$208K Buy