Sowell Financial Services’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	$220K	Buy	9,441 +923	+11%	+$21.8K	0.01%	994
2025 Q4	$202K	Sell	8,518 -225	-3%	-$5.33K	0.01%	1039
2025 Q3	$209K	Sell	8,743 -377	-4%	-$8.95K	0.01%	987
2025 Q2	$217K	Sell	9,120 -4,303	-32%	-$100K	0.01%	925
2025 Q1	$314K	Buy	13,423 +2,667	+25%	+$63K	0.01%	743
2024 Q4	$252K	Sell	10,756 -31,507	-75%	-$748K	0.01%	481
2024 Q3	$1.02M	Buy	42,263 +27,376	+184%	+$646K	0.05%	338
2024 Q2	$346K	Sell	14,887 -553	-4%	-$12.8K	0.02%	479
2024 Q1	$362K	Buy	15,440 +798	+5%	+$18.6K	0.02%	495
2023 Q4	$342K	Buy	+14,642	New	+$331K	0.02%	477
2021 Q2	–	Sell	-2,475	Closed	-$66K	–	2406
2021 Q1	$66K	Buy	2,475 +409	+20%	+$10.8K	﹤0.01%	1538
2020 Q4	$55K	Buy	2,066 +155	+8%	+$4.01K	﹤0.01%	1359
2020 Q3	$48K	Buy	1,911 +8	+0.4%	+$202	﹤0.01%	1225
2020 Q2	$47K	Buy	1,903 +285	+18%	+$6.81K	﹤0.01%	1177
2020 Q1	$36K	Buy	+1,618	New	+$40.9K	﹤0.01%	1165