Phillips Financial Management’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	$272K	Sell	11,647 -105	-0.9%	-$2.48K	0.02%	170
2025 Q4	$278K	Sell	11,752 -2,609	-18%	-$61.9K	0.02%	175
2025 Q3	$344K	Hold	14,361	–	–	0.02%	161
2025 Q2	$342K	Hold	14,361	–	–	0.02%	156
2025 Q1	$336K	Buy	14,361 +210	+1%	+$4.96K	0.03%	153
2024 Q4	$332K	Sell	14,151 -1,282	-8%	-$30.4K	0.03%	145
2024 Q3	$371K	Buy	15,433 +1,282	+9%	+$30.3K	0.03%	144
2024 Q2	$329K	Sell	14,151 -371	-3%	-$8.6K	0.03%	149
2024 Q1	$341K	Buy	14,522 +556	+4%	+$13K	0.03%	149
2023 Q4	$327K	Sell	13,966 -3,351	-19%	-$75.7K	0.03%	147
2023 Q3	$388K	Buy	17,317 +396	+2%	+$9K	0.04%	133
2023 Q2	$386K	Hold	16,921	–	–	0.04%	135
2023 Q1	$389K	Buy	16,921 +5,279	+45%	+$120K	0.04%	130
2022 Q4	$260K	Buy	11,642 +3,247	+39%	+$72.7K	0.03%	135
2022 Q3	$183K	Buy	+8,395	New	+$193K	0.02%	144