Sowell Financial Services’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 | $217K | Sell |
9,120
-4,303
| -32% | -$102K | 0.01% | 925 |
|
|
2025
Q1 | $314K | Buy |
13,423
+2,667
| +25% | +$62.5K | 0.01% | 743 |
|
|
2024
Q4 | $252K | Sell |
10,756
-31,507
| -75% | -$739K | 0.01% | 481 |
|
|
2024
Q3 | $1.02M | Buy |
42,263
+27,376
| +184% | +$658K | 0.05% | 338 |
|
|
2024
Q2 | $346K | Sell |
14,887
-553
| -4% | -$12.9K | 0.02% | 479 |
|
|
2024
Q1 | $362K | Buy |
15,440
+798
| +5% | +$18.7K | 0.02% | 495 |
|
|
2023
Q4 | $342K | Buy |
+14,642
| New | +$342K | 0.02% | 477 |
|
|
2021
Q2 | – | Sell |
-2,475
| Closed | -$66K | – | 2407 |
|
|
2021
Q1 | $66K | Buy |
2,475
+409
| +20% | +$10.9K | ﹤0.01% | 1538 |
|
|
2020
Q4 | $55K | Buy |
2,066
+155
| +8% | +$4.13K | ﹤0.01% | 1359 |
|
|
2020
Q3 | $48K | Buy |
1,911
+8
| +0.4% | +$201 | ﹤0.01% | 1225 |
|
|
2020
Q2 | $47K | Buy |
1,903
+285
| +18% | +$7.04K | ﹤0.01% | 1177 |
|
|
2020
Q1 | $36K | Buy |
+1,618
| New | +$36K | ﹤0.01% | 1165 |
|