Vantage Financial Partners (Wisconsin)’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
$407K Buy
17,090
+6
+0% +$143 0.09% 126
2025
Q1
$400K Sell
17,084
-5,492
-24% -$129K 0.1% 116
2024
Q4
$530K Sell
22,576
-4,515
-17% -$106K 0.13% 98
2024
Q3
$652K Sell
27,091
-4,435
-14% -$107K 0.16% 88
2024
Q2
$732K Sell
31,526
-8,245
-21% -$192K 0.19% 57
2024
Q1
$933K Sell
39,771
-248
-0.6% -$5.82K 0.25% 49
2023
Q4
$936K Buy
+40,019
New +$936K 0.27% 44