Spire Wealth Management’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 | $457K | Hold |
19,206
| – | – | 0.02% | 531 |
|
|
2025
Q1 | $450K | Sell |
19,206
-400
| -2% | -$9.37K | 0.01% | 594 |
|
|
2024
Q4 | $460K | Buy |
19,606
+4,315
| +28% | +$101K | 0.01% | 566 |
|
|
2024
Q3 | $368K | Buy |
15,291
+8,435
| +123% | +$203K | 0.01% | 593 |
|
|
2024
Q2 | $159K | Buy |
6,856
+1,075
| +19% | +$25K | 0.01% | 768 |
|
|
2024
Q1 | $136K | Buy |
5,781
+3,980
| +221% | +$93.4K | ﹤0.01% | 901 |
|
|
2023
Q4 | $42K | Hold |
1,801
| – | – | ﹤0.01% | 1270 |
|
|
2023
Q3 | $40.4K | Hold |
1,801
| – | – | ﹤0.01% | 1239 |
|
|
2023
Q2 | $41.1K | Hold |
1,801
| – | – | ﹤0.01% | 1281 |
|
|
2023
Q1 | $41.4K | Hold |
1,801
| – | – | ﹤0.01% | 1277 |
|
|
2022
Q4 | $40K | Hold |
1,801
| – | – | ﹤0.01% | 1065 |
|
|
2022
Q3 | $39K | Hold |
1,801
| – | – | ﹤0.01% | 1049 |
|
|
2022
Q2 | $40K | Buy |
1,801
+17
| +1% | +$378 | ﹤0.01% | 1384 |
|
|
2022
Q1 | $45K | Buy |
1,784
+15
| +0.8% | +$378 | ﹤0.01% | 1489 |
|
|
2021
Q4 | $47K | Buy |
1,769
+29
| +2% | +$770 | ﹤0.01% | 1769 |
|
|
2021
Q3 | $47K | Buy |
1,740
+21
| +1% | +$567 | ﹤0.01% | 1503 |
|
|
2021
Q2 | $46K | Buy |
1,719
+22
| +1% | +$589 | ﹤0.01% | 1518 |
|
|
2021
Q1 | $45K | Buy |
+1,697
| New | +$45K | ﹤0.01% | 1779 |
|