Sunesis Advisors’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
Q1 | $1.97M | Hold |
84,111
| – | – | 1.07% | 15 |
|
|
2024
Q4 | $1.97M | Sell |
84,111
-29,323
| -26% | -$688K | 1.2% | 13 |
|
|
2024
Q3 | $2.73M | Hold |
113,434
| – | – | 1.65% | 10 |
|
|
2024
Q2 | $2.64M | Hold |
113,434
| – | – | 1.57% | 14 |
|
|
2024
Q1 | $2.66M | Buy |
113,434
+32,395
| +40% | +$760K | 1.56% | 14 |
|
|
2023
Q4 | $1.89M | Buy |
+81,039
| New | +$1.89M | 1.15% | 17 |
|