Wealth Group’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 | – | Sell |
-31,074
| Closed | -$728K | – | 144 |
|
|
2025
Q1 | $728K | Buy |
31,074
+5,357
| +21% | +$126K | 0.47% | 48 |
|
|
2024
Q4 | $604K | Buy |
25,717
+4,319
| +20% | +$101K | 0.39% | 59 |
|
|
2024
Q3 | $515K | Buy |
21,398
+4,259
| +25% | +$103K | 0.35% | 69 |
|
|
2024
Q2 | $398K | Buy |
17,139
+3,692
| +27% | +$85.7K | 0.29% | 84 |
|
|
2024
Q1 | $315K | Buy |
+13,447
| New | +$315K | 0.24% | 111 |
|