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 |
|