Nikulski Financial’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	$1.99M	Buy	85,486 +833	+1%	+$19.7K	0.49%	63
2025 Q4	$2M	Buy	84,653 +5,865	+7%	+$139K	0.48%	61
2025 Q3	$1.89M	Buy	78,788 +1,406	+2%	+$33.4K	0.47%	54
2025 Q2	$1.84M	Buy	77,382 +1,213	+2%	+$28.2K	0.5%	55
2025 Q1	$1.78M	Sell	76,169 -1,055	-1%	-$24.9K	0.54%	54
2024 Q4	$1.81M	Sell	77,224 -2,978	-4%	-$70.7K	0.53%	54
2024 Q3	$1.93M	Buy	80,202 +1,016	+1%	+$24K	0.58%	48
2024 Q2	$1.84M	Sell	79,186 -4,120	-5%	-$95.5K	0.59%	46
2024 Q1	$1.95M	Buy	83,306 +1,831	+2%	+$42.7K	0.65%	43
2023 Q4	$1.9M	Buy	81,475 +2,350	+3%	+$53.1K	0.7%	39
2023 Q3	$1.77M	Buy	79,125 +1,910	+2%	+$43.4K	0.73%	38
2023 Q2	$1.76M	Buy	77,215 +15,485	+25%	+$351K	0.73%	39
2023 Q1	$1.42M	Buy	+61,730	New	+$1.41M	0.63%	44