Exencial 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
2025
Q3
$1.55M Buy
2025
Q2
$1.4M Buy
2025
Q1
$1.32M Buy
2024
Q4
$1.26M Buy
2024
Q3
$1.22M Sell
2024
Q2
$1.22M Sell
2024
Q1
$1.25M Sell
2023
Q4
$1.81M Buy