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Essential Planning’s SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Essential Planning’s Portfolio SPHY Stock Details SPHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13,240
Closed -$314K – 262
2024
Q4 		$314K Buy
+13,240
New +$314K ﹤0.01% 291