Wealthcare Advisory Partners’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 | $262K | Sell |
11,005
-64,469
| -85% | -$1.53M | 0.01% | 840 |
|
|
2025
Q1 | $1.77M | Buy |
75,474
+563
| +0.8% | +$13.2K | 0.05% | 311 |
|
|
2024
Q4 | $1.76M | Buy |
74,911
+781
| +1% | +$18.3K | 0.05% | 297 |
|
|
2024
Q3 | $1.78M | Buy |
+74,130
| New | +$1.78M | 0.05% | 291 |
|
|
2023
Q2 | – | Sell |
-22,715
| Closed | -$522K | – | 760 |
|
|
2023
Q1 | $522K | Buy |
22,715
+4,540
| +25% | +$104K | 0.02% | 447 |
|
|
2022
Q4 | $406K | Buy |
18,175
+4,804
| +36% | +$107K | 0.02% | 466 |
|
|
2022
Q3 | $292K | Buy |
13,371
+3,923
| +42% | +$85.7K | 0.02% | 491 |
|
|
2022
Q2 | $212K | Buy |
+9,448
| New | +$212K | 0.01% | 518 |
|
|
2022
Q1 | – | Sell |
-31,337
| Closed | -$833K | – | 589 |
|
|
2021
Q4 | $833K | Buy |
31,337
+637
| +2% | +$16.9K | 0.05% | 227 |
|
|
2021
Q3 | $822K | Buy |
30,700
+17,660
| +135% | +$473K | 0.05% | 218 |
|
|
2021
Q2 | $351K | Buy |
13,040
+9,124
| +233% | +$246K | 0.02% | 388 |
|
|
2021
Q1 | $104K | Buy |
+3,916
| New | +$104K | 0.01% | 656 |
|