United Capital Financial 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
Q2 | $377K | Sell |
15,820
-3
| -0% | -$71 | ﹤0.01% | 854 |
|
|
2025
Q1 | $371K | Buy |
15,823
+1,003
| +7% | +$23.5K | ﹤0.01% | 823 |
|
|
2024
Q4 | $348K | Buy |
14,820
+92
| +0.6% | +$2.16K | ﹤0.01% | 833 |
|
|
2024
Q3 | $354K | Sell |
14,728
-402
| -3% | -$9.67K | ﹤0.01% | 823 |
|
|
2024
Q2 | $351K | Buy |
15,130
+107
| +0.7% | +$2.49K | ﹤0.01% | 789 |
|
|
2024
Q1 | $352K | Sell |
15,023
-1,184
| -7% | -$27.8K | ﹤0.01% | 824 |
|
|
2023
Q4 | $379K | Buy |
+16,207
| New | +$379K | ﹤0.01% | 801 |
|