Sterneck Capital 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 | $3.6M | Buy |
151,137
+1,347
| +0.9% | +$32.1K | 1.82% | 19 |
|
|
2025
Q1 | $3.51M | Buy |
149,790
+5,418
| +4% | +$127K | 1.9% | 15 |
|
|
2024
Q4 | $3.39M | Buy |
144,372
+21,465
| +17% | +$504K | 1.83% | 16 |
|
|
2024
Q3 | $2.96M | Sell |
122,907
-1,383
| -1% | -$33.3K | 1.6% | 19 |
|
|
2024
Q2 | $2.89M | Buy |
124,290
+21,974
| +21% | +$510K | 1.64% | 19 |
|
|
2024
Q1 | $2.4M | Buy |
102,316
+8,380
| +9% | +$197K | 1.43% | 22 |
|
|
2023
Q4 | $2.2M | Buy |
+93,936
| New | +$2.2M | 1.4% | 22 |
|