Founders Financial Alliance’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	$123K	Sell	5,293 -182	-3%	-$4.29K	0.02%	436
2025 Q4	$130K	Sell	5,475 -1,107	-17%	-$26.2K	0.02%	382
2025 Q3	$158K	Buy	6,582 +1,447	+28%	+$34.4K	0.03%	399
2025 Q2	$122K	Buy	5,135 +975	+23%	+$22.7K	0.03%	343
2025 Q1	$97.4K	Buy	4,160 +355	+9%	+$8.39K	0.02%	385
2024 Q4	$89.3K	Hold	3,805	–	–	0.02%	333
2024 Q3	$91.5K	Sell	3,805 -4	-0.1%	-$94	0.03%	339
2024 Q2	$88.5K	Hold	3,809	–	–	0.03%	333
2024 Q1	$89.4K	Hold	3,809	–	–	0.03%	333
2023 Q4	$89.1K	Buy	3,809 +130	+4%	+$2.94K	0.03%	302
2023 Q3	$82.5K	Buy	3,679 +859	+30%	+$19.5K	0.04%	284
2023 Q2	$64.4K	Hold	2,820	–	–	0.03%	322
2023 Q1	$64.8K	Hold	2,820	–	–	0.03%	284
2022 Q4	$63K	Buy	2,820 +123	+5%	+$2.75K	0.03%	301
2022 Q3	$59K	Buy	+2,697	New	+$62.1K	0.03%	303