Foundations Investment 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	$8.79M	Buy	376,999 +117,441	+45%	+$2.77M	0.11%	165
2025 Q4	$6.14M	Buy	259,558 +85,915	+49%	+$2.04M	0.08%	191
2025 Q3	$4.16M	Buy	173,643 +62,370	+56%	+$1.48M	0.06%	233
2025 Q2	$2.65M	Buy	111,273 +27,726	+33%	+$645K	0.04%	271
2025 Q1	$1.96M	Sell	83,547 -25,733	-24%	-$608K	0.04%	297
2024 Q4	$2.56M	Sell	109,280 -2,840	-3%	-$67.4K	0.05%	251
2024 Q3	$2.7M	Buy	112,120 +95,557	+577%	+$2.25M	0.06%	231
2024 Q2	$385K	Buy	+16,563	New	+$384K	0.01%	552
2022 Q3	–	Sell	-10,692	Closed	-$240K	–	436
2022 Q2	$240K	Hold	10,692	–	–	0.01%	336
2022 Q1	$263K	Sell	10,692 -28	-0.3%	-$716	0.01%	302
2021 Q4	$283K	Sell	10,720 -847	-7%	-$22.5K	0.01%	288
2021 Q3	$308K	Sell	11,567 -65	-0.6%	-$1.74K	0.01%	245
2021 Q2	$313K	Buy	11,632 +385	+3%	+$10.3K	0.02%	229
2021 Q1	$299K	Buy	11,247 +707	+7%	+$18.7K	0.02%	181
2020 Q4	$280K	Buy	10,540 +148	+1%	+$3.83K	0.02%	150
2020 Q3	$261K	Buy	+10,392	New	+$263K	0.06%	146