WealthPlan Investment 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 | $828K | Buy |
34,809
+9,387
| +37% | +$223K | 0.06% | 194 |
|
|
2025
Q1 | $595K | Sell |
25,422
-1,931
| -7% | -$45.2K | 0.06% | 157 |
|
|
2024
Q4 | $642K | Buy |
27,353
+1,382
| +5% | +$32.4K | 0.06% | 149 |
|
|
2024
Q3 | $625K | Buy |
+25,971
| New | +$625K | 0.06% | 145 |
|
|
2023
Q1 | – | Sell |
-31,298
| Closed | -$715K | – | 555 |
|
|
2022
Q4 | $715K | Buy |
+31,298
| New | +$715K | 0.05% | 208 |
|