Stonebridge Financial Planning Group’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 | $3.16M | Buy |
132,887
+42,698
| +47% | +$1.02M | 1.32% | 16 |
|
|
2025
Q1 | $2.11M | Buy |
90,189
+30,256
| +50% | +$709K | 0.96% | 32 |
|
|
2024
Q4 | $1.41M | Buy |
59,933
+9,319
| +18% | +$219K | 0.63% | 47 |
|
|
2024
Q3 | $1.22M | Sell |
50,614
-2,230
| -4% | -$53.6K | 0.58% | 51 |
|
|
2024
Q2 | $1.23M | Sell |
52,844
-5,467
| -9% | -$127K | 0.62% | 46 |
|
|
2024
Q1 | $1.37M | Sell |
58,311
-5,967
| -9% | -$140K | 0.72% | 42 |
|
|
2023
Q4 | $1.5M | Sell |
64,278
-47,950
| -43% | -$1.12M | 0.86% | 33 |
|
|
2023
Q3 | $2.52M | Sell |
112,228
-5,705
| -5% | -$128K | 1.61% | 12 |
|
|
2023
Q2 | $2.69M | Buy |
117,933
+65,354
| +124% | +$1.49M | 1.64% | 14 |
|
|
2023
Q1 | $1.21M | Buy |
52,579
+8,397
| +19% | +$193K | 0.78% | 41 |
|
|
2022
Q4 | $987K | Buy |
44,182
+8,944
| +25% | +$200K | 0.66% | 51 |
|
|
2022
Q3 | $769K | Buy |
+35,238
| New | +$769K | 0.54% | 56 |
|