WWA
WCG Wealth Advisors’s SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
53,969
-3,076
| -5% | -$73.2K | 0.08% | 197 |
|
|
2025
Q1 | $1.34M | Buy |
57,045
+6,449
| +13% | +$151K | 0.1% | 175 |
|
|
2024
Q4 | $1.19M | Sell |
50,596
-181
| -0.4% | -$4.25K | 0.08% | 195 |
|
|
2024
Q3 | $1.22M | Buy |
50,777
+325
| +0.6% | +$7.82K | 0.08% | 205 |
|
|
2024
Q2 | $1.17M | Buy |
50,452
+9,760
| +24% | +$227K | 0.09% | 184 |
|
|
2024
Q1 | $955K | Buy |
40,692
+22
| +0.1% | +$516 | 0.08% | 184 |
|
|
2023
Q4 | $951K | Sell |
40,670
-14,524
| -26% | -$340K | 0.07% | 208 |
|
|
2023
Q3 | $1.26M | Buy |
55,194
+457
| +0.8% | +$10.4K | 0.09% | 176 |
|
|
2023
Q2 | $1.25M | Sell |
54,737
-855
| -2% | -$19.5K | 0.15% | 100 |
|
|
2023
Q1 | $1.28M | Buy |
55,592
+19,151
| +53% | +$440K | 0.16% | 97 |
|
|
2022
Q4 | $814K | Buy |
36,441
+15,962
| +78% | +$357K | 0.11% | 118 |
|
|
2022
Q3 | $447K | Buy |
20,479
+445
| +2% | +$9.71K | 0.06% | 195 |
|
|
2022
Q2 | $450K | Buy |
+20,034
| New | +$450K | 0.06% | 180 |
|