Wealth Enhancement Advisory Services’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 | $5.64M | Buy |
238,237
+5,538
| +2% | +$131K | 0.01% | 848 |
|
|
2025
Q1 | $5.45M | Buy |
232,699
+11,887
| +5% | +$278K | 0.01% | 800 |
|
|
2024
Q4 | $5.18M | Buy |
220,812
+132,166
| +149% | +$3.1M | 0.01% | 786 |
|
|
2024
Q3 | $2.13M | Buy |
88,646
+9,284
| +12% | +$223K | ﹤0.01% | 1010 |
|
|
2024
Q2 | $1.84M | Buy |
79,362
+8,174
| +11% | +$190K | ﹤0.01% | 1017 |
|
|
2024
Q1 | $1.67M | Sell |
71,188
-16,242
| -19% | -$381K | ﹤0.01% | 1016 |
|
|
2023
Q4 | $2.04M | Buy |
+87,430
| New | +$2.04M | 0.01% | 885 |
|