Stonehaven Wealth & Tax Solutions’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
$364K Buy
15,275
+1,762
+13% +$41.9K 0.35% 46
2025
Q1
$316K Sell
13,513
-4,138
-23% -$96.9K 0.33% 48
2024
Q4
$414K Buy
+17,651
New +$414K 0.45% 49