Simplicity Solutions’s SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$756K Buy
32,356
+3,768
+13% +$88.1K 0.02% 531
2023
Q3
$641K Buy
28,588
+8,235
+40% +$185K 0.02% 537
2023
Q2
$465K Buy
+20,353
New +$465K 0.01% 688
2016
Q1
Sell
-56,084
Closed -$1.35M 477
2015
Q4
$1.35M Buy
+56,084
New +$1.35M 0.16% 181