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SWP Financial’s SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

SWP Financial’s Portfolio SPHY Stock Details SPHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$971K Sell
40,812
-11,267
-22% -$268K 0.53% 38
2025
Q1 		$1.22M Buy
52,079
+2,247
+5% +$52.6K 0.75% 31
2024
Q4 		$1.17M Sell
49,832
-172,346
-78% -$4.04M 0.71% 30
2024
Q3 		$5.34M Buy
+222,178
New +$5.34M 3.26% 13