Verus Wealth Management’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
$3.98M Buy
167,259
+9,350
+6% +$223K 4% 7
2025
Q1
$3.7M Buy
157,909
+4,717
+3% +$110K 4.05% 7
2024
Q4
$3.6M Buy
+153,192
New +$3.6M 4.03% 8