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

EP Wealth Advisors’s Portfolio SPHY Stock Details SPHY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$240K	Buy
2025 Q1	$138K	Buy
2024 Q4	$136K	Sell
2024 Q3	$176K	Buy
2024 Q2	$121K	Buy
2023 Q4	–	Sell
2023 Q3	$124K	Buy