NFP Retirement Inc’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	$444K	Buy	19,044 +3,403	+22%	+$80.3K	0.03%	208
2025 Q4	$370K	Buy	15,641 +4,805	+44%	+$114K	0.02%	231
2025 Q3	$259K	Buy	10,836 +54	+0.5%	+$1.28K	0.02%	260
2025 Q2	$257K	Buy	10,782 +173	+2%	+$4.03K	0.02%	265
2025 Q1	$248K	Sell	10,609 -6,303	-37%	-$149K	0.02%	245
2024 Q4	$397K	Buy	16,912 +1,059	+7%	+$25.1K	0.03%	206
2024 Q3	$381K	Sell	15,853 -2,447	-13%	-$57.7K	0.03%	214
2024 Q2	$425K	Buy	18,300 +489	+3%	+$11.3K	0.04%	196
2024 Q1	$418K	Buy	17,811 +919	+5%	+$21.5K	0.04%	197
2023 Q4	$395K	Buy	16,892 +597	+4%	+$13.5K	0.07%	165
2023 Q3	$365K	Buy	16,295 +592	+4%	+$13.4K	0.07%	168
2023 Q2	$359K	Buy	15,703 +4,435	+39%	+$101K	0.07%	169
2023 Q1	$259K	Buy	+11,268	New	+$257K	0.05%	204