Heritage Oak Wealth Advisors’s SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.23M	Buy	+93,613	New	+$2.23M	0.86%	21
2025 Q1	–	Sell	-34,595	Closed	-$812K	–	86
2024 Q4	$812K	Buy	+34,595	New	+$812K	0.38%	33
2024 Q3	–	Sell	-119,620	Closed	-$2.78M	–	209
2024 Q2	$2.78M	Buy	+119,620	New	+$2.78M	1.4%	12