Stratos Wealth Partners’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 |
-51,443
| Closed | -$1.2M | – | 1479 |
|
2025
Q1 | $1.2M | Sell |
51,443
-17,313
| -25% | -$405K | 0.02% | 594 |
|
2024
Q4 | $1.61M | Buy |
68,756
+33,124
| +93% | +$777K | 0.02% | 535 |
|
2024
Q3 | $857K | Sell |
35,632
-18,790
| -35% | -$452K | 0.01% | 740 |
|
2024
Q2 | $1.26M | Buy |
54,422
+6,279
| +13% | +$146K | 0.02% | 572 |
|
2024
Q1 | $1.13M | Sell |
48,143
-7,762
| -14% | -$182K | 0.02% | 607 |
|
2023
Q4 | $1.31M | Buy |
+55,905
| New | +$1.31M | 0.02% | 525 |
|
2022
Q1 | – | Sell |
-101,019
| Closed | -$2.68M | – | 1349 |
|
2021
Q4 | $2.68M | Buy |
+101,019
| New | +$2.68M | 0.06% | 293 |
|
2018
Q4 | – | Sell |
-2,154
| Closed | -$55K | – | 2262 |
|
2018
Q3 | $55K | Buy |
+2,154
| New | +$55K | ﹤0.01% | 1412 |
|
2018
Q2 | – | Sell |
-2,257
| Closed | -$58K | – | 2343 |
|
2018
Q1 | $58K | Buy |
+2,257
| New | +$58K | ﹤0.01% | 1498 |
|