Stokes Family Office’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 | – | Sell |
-53,613
| Closed | -$1.26M | – | 246 |
|
|
2025
Q1 | $1.26M | Buy |
53,613
+34,041
| +174% | +$797K | 0.14% | 112 |
|
|
2024
Q4 | $459K | Buy |
+19,572
| New | +$459K | 0.05% | 168 |
|
|
2022
Q4 | – | Sell |
-10,444
| Closed | -$228K | – | 298 |
|
|
2022
Q3 | $228K | Buy |
10,444
+165
| +2% | +$3.6K | 0.03% | 238 |
|
|
2022
Q2 | $231K | Sell |
10,279
-1,449
| -12% | -$32.6K | 0.03% | 237 |
|
|
2022
Q1 | $294K | Buy |
+11,728
| New | +$294K | 0.04% | 211 |
|