Alaska Wealth Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.41M	Buy	188,956 +5,365	+3%	+$127K	0.53%	25
2025 Q4	$4.35M	Buy	183,591 +5,118	+3%	+$121K	0.55%	21
2025 Q3	$4.27M	Buy	178,473 +3,163	+2%	+$75.1K	0.56%	23
2025 Q2	$4.17M	Sell	175,310 -3,205	-2%	-$74.6K	0.6%	22
2025 Q1	$4.18M	Sell	178,515 -13,360	-7%	-$316K	0.65%	22
2024 Q4	$4.5M	Buy	191,875 +168,060	+706%	+$3.99M	0.7%	23
2024 Q3	$573K	Sell	23,815 -4,826	-17%	-$114K	0.09%	42
2024 Q2	$665K	Sell	28,641 -1,125	-4%	-$26.1K	0.1%	39
2024 Q1	$698K	Hold	29,766	–	–	0.11%	38
2023 Q4	$696K	Buy	29,766 +5,796	+24%	+$131K	0.12%	37
2023 Q3	$537K	Buy	23,970 +1,134	+5%	+$25.8K	0.09%	38
2023 Q2	$522K	Buy	22,836 +5,623	+33%	+$128K	0.08%	40
2023 Q1	$396K	Sell	17,213 -4,419	-20%	-$101K	0.07%	42
2022 Q4	$483K	Buy	+21,632	New	+$484K	0.09%	43