Simplicity Wealth’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 | $2.01M | Buy |
84,520
+38,012
| +82% | +$905K | 0.08% | 215 |
|
|
2025
Q1 | $1.09M | Sell |
46,508
-24,651
| -35% | -$577K | 0.08% | 242 |
|
|
2024
Q4 | $1.67M | Sell |
71,159
-12,458
| -15% | -$292K | 0.35% | 52 |
|
|
2024
Q3 | $2.01M | Buy |
83,617
+6,342
| +8% | +$153K | 0.19% | 112 |
|
|
2024
Q2 | $1.8M | Buy |
77,275
+10,271
| +15% | +$239K | 0.04% | 371 |
|
|
2024
Q1 | $1.57M | Buy |
67,004
+51,253
| +325% | +$1.2M | 0.04% | 402 |
|
|
2023
Q4 | $368K | Buy |
+15,751
| New | +$368K | 0.14% | 123 |
|