Omega Financial Group’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	$7.99M	Buy	335,872 +172	+0.1%	+$4.09K	2.84%	14
2025 Q1	$7.86M	Buy	335,700 +16,873	+5%	+$395K	3.02%	13
2024 Q4	$7.48M	Buy	318,827 +23,687	+8%	+$556K	2.83%	13
2024 Q3	$7.1M	Buy	+295,140	New	+$7.1M	2.69%	14