Stewardship Advisors’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
$995K Buy
41,796
+1,282
+3% +$30.5K 0.25% 52
2025
Q1
$949K Buy
40,514
+5,456
+16% +$128K 0.26% 48
2024
Q4
$823K Buy
35,058
+8,147
+30% +$191K 0.23% 57
2024
Q3
$647K Buy
+26,911
New +$647K 0.18% 66