Sheets Smith Wealth Management’s 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
Q2 | $1.8M | Buy |
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|
2025
Q1 | $1.73M | Buy |
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|
2024
Q4 | $1.72M | Sell |
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|
2024
Q3 | $1.77M | Buy |
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|
2024
Q2 | $1.7M | Sell |
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|
2024
Q1 | $1.73M | Buy |
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|
2023
Q4 | $1.72M | Sell |
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|
2023
Q3 | $1.67M | Buy |
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|
2023
Q2 | $1.67M | Buy |
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|
2023
Q1 | $1.65M | Buy |
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|
2022
Q4 | $1.59M | Buy |
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|
2022
Q3 | $567K | Buy |
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|
2022
Q2 | $575K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $206K | Buy |
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|
2021
Q3 | $207K | Sell |
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|
2021
Q2 | $210K | Buy |
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|
2021
Q1 | $207K | Sell |
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|
2020
Q4 | $209K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $350K | Sell |
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|
2019
Q4 | $413K | Buy |
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|
2019
Q3 | $394K | Buy |
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|
2019
Q2 | $351K | Buy |
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|
2019
Q1 | $334K | Buy |
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|
2018
Q4 | $312K | Sell |
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|
2018
Q3 | $357K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $391K | Buy |
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