Steward Partners Investment Advisory’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 | Buy |
9,129
+1,603
| +21% | +$38.2K | ﹤0.01% | 1728 |
|
|
2025
Q1 | $176K | Sell |
7,526
-107
| -1% | -$2.51K | ﹤0.01% | 1717 |
|
|
2024
Q4 | $179K | Sell |
7,633
-19,278
| -72% | -$452K | ﹤0.01% | 1678 |
|
|
2024
Q3 | $647K | Buy |
26,911
+1,050
| +4% | +$25.3K | 0.01% | 1010 |
|
|
2024
Q2 | $601K | Buy |
25,861
+25,723
| +18,640% | +$598K | 0.01% | 987 |
|
|
2024
Q1 | $3.24K | Buy |
+138
| New | +$3.24K | ﹤0.01% | 3170 |
|