Strategic Financial Planning’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 | $1.31M | Sell |
55,159
-227,761
| -81% | -$5.42M | 0.82% | 23 |
|
|
2025
Q1 | $6.63M | Buy |
282,920
+612
| +0.2% | +$14.3K | 4.57% | 8 |
|
|
2024
Q4 | $6.63M | Buy |
282,308
+8,912
| +3% | +$209K | 4.52% | 7 |
|
|
2024
Q3 | $6.58M | Buy |
273,396
+12,362
| +5% | +$297K | 4.35% | 8 |
|
|
2024
Q2 | $6.06M | Buy |
261,034
+13,786
| +6% | +$320K | 4.37% | 8 |
|
|
2024
Q1 | $5.8M | Buy |
247,248
+4,675
| +2% | +$110K | 4.34% | 8 |
|
|
2023
Q4 | $5.67M | Buy |
242,573
+17,149
| +8% | +$401K | 4.43% | 8 |
|
|
2023
Q3 | $5.05M | Buy |
225,424
+11,559
| +5% | +$259K | 4.65% | 7 |
|
|
2023
Q2 | $4.88M | Buy |
213,865
+1,279
| +0.6% | +$29.2K | 4.32% | 8 |
|
|
2023
Q1 | $4.89M | Buy |
212,586
+5,087
| +2% | +$117K | 4.46% | 8 |
|
|
2022
Q4 | $4.64M | Sell |
207,499
-3,793
| -2% | -$84.7K | 4.49% | 8 |
|
|
2022
Q3 | $4.61M | Buy |
211,292
+3,483
| +2% | +$76K | 4.8% | 8 |
|
|
2022
Q2 | $4.67M | Buy |
207,809
+8,327
| +4% | +$187K | 4.49% | 9 |
|
|
2022
Q1 | $5.01M | Buy |
199,482
+137,237
| +220% | +$3.44M | 4.16% | 10 |
|
|
2021
Q4 | $1.65M | Buy |
+62,245
| New | +$1.65M | 1.19% | 20 |
|