Western Wealth 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 | $373K | Sell |
15,663
-4,460
| -22% | -$106K | 0.02% | 497 |
|
|
2025
Q1 | $471K | Sell |
20,123
-589
| -3% | -$13.8K | 0.03% | 409 |
|
|
2024
Q4 | $486K | Sell |
20,712
-1,005
| -5% | -$23.6K | 0.03% | 389 |
|
|
2024
Q3 | $522K | Sell |
21,717
-24
| -0.1% | -$577 | 0.03% | 452 |
|
|
2024
Q2 | $505K | Sell |
21,741
-119
| -0.5% | -$2.76K | 0.04% | 368 |
|
|
2024
Q1 | $513K | Buy |
21,860
+1,284
| +6% | +$30.1K | 0.04% | 361 |
|
|
2023
Q4 | $481K | Sell |
20,576
-1,345
| -6% | -$31.4K | 0.03% | 425 |
|
|
2023
Q3 | $491K | Sell |
21,921
-2,536
| -10% | -$56.9K | 0.04% | 392 |
|
|
2023
Q2 | $559K | Buy |
24,457
+1,578
| +7% | +$36K | 0.05% | 353 |
|
|
2023
Q1 | $526K | Buy |
22,879
+5,593
| +32% | +$129K | 0.05% | 354 |
|
|
2022
Q4 | $386K | Sell |
17,286
-6,857
| -28% | -$153K | 0.04% | 400 |
|
|
2022
Q3 | $521K | Buy |
24,143
+8,137
| +51% | +$176K | 0.03% | 468 |
|
|
2022
Q2 | $359K | Buy |
+16,006
| New | +$359K | 0.02% | 557 |
|