Peak Financial Advisors’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
2025
Q3
$418K Sell
2025
Q2
$488K Buy
2025
Q1
$358K Buy
2024
Q4
$349K Sell
2024
Q3
$363K Buy
2024
Q2
$331K Buy
2024
Q1
$323K Buy
2023
Q4
$226K Sell
2023
Q3
$271K Sell
2023
Q2
$428K Buy