WhitTier Trust Company’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 | $173K | Buy |
7,275
+5,750
| +377% | +$137K | ﹤0.01% | 542 |
|
|
2025
Q1 | $35.7K | Sell |
1,525
-5,200
| -77% | -$122K | ﹤0.01% | 845 |
|
|
2024
Q4 | $158K | Hold |
6,725
| – | – | ﹤0.01% | 533 |
|
|
2024
Q3 | $162K | Hold |
6,725
| – | – | ﹤0.01% | 513 |
|
|
2024
Q2 | $156K | Hold |
6,725
| – | – | ﹤0.01% | 500 |
|
|
2024
Q1 | $158K | Hold |
6,725
| – | – | ﹤0.01% | 503 |
|
|
2023
Q4 | $157K | Sell |
6,725
-305
| -4% | -$7.13K | 0.01% | 501 |
|
|
2023
Q3 | $158K | Sell |
7,030
-1,360
| -16% | -$30.5K | 0.01% | 480 |
|
|
2023
Q2 | $192K | Sell |
8,390
-1,110
| -12% | -$25.4K | 0.01% | 474 |
|
|
2023
Q1 | $218K | Buy |
9,500
+745
| +9% | +$17.1K | 0.01% | 449 |
|
|
2022
Q4 | $196K | Sell |
8,755
-2,200
| -20% | -$49.1K | 0.01% | 467 |
|
|
2022
Q3 | $239K | Sell |
10,955
-95,190
| -90% | -$2.08M | 0.01% | 439 |
|
|
2022
Q2 | $2.38M | Buy |
+106,145
| New | +$2.38M | 0.1% | 180 |
|