Stonebridge Financial Planning Group’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	$5.83M	Buy	250,194 +16,620	+7%	+$392K	2.14%	6
2025 Q4	$5.53M	Buy	233,574 +31,497	+16%	+$747K	2%	8
2025 Q3	$4.84M	Buy	202,077 +69,190	+52%	+$1.64M	1.82%	9
2025 Q2	$3.16M	Buy	132,887 +42,698	+47%	+$994K	1.32%	16
2025 Q1	$2.11M	Buy	90,189 +30,256	+50%	+$715K	0.96%	32
2024 Q4	$1.41M	Buy	59,933 +9,319	+18%	+$221K	0.63%	47
2024 Q3	$1.22M	Sell	50,614 -2,230	-4%	-$52.6K	0.58%	51
2024 Q2	$1.23M	Sell	52,844 -5,467	-9%	-$127K	0.62%	46
2024 Q1	$1.37M	Sell	58,311 -5,967	-9%	-$139K	0.72%	42
2023 Q4	$1.5M	Sell	64,278 -47,950	-43%	-$1.08M	0.86%	33
2023 Q3	$2.52M	Sell	112,228 -5,705	-5%	-$130K	1.61%	12
2023 Q2	$2.69M	Buy	117,933 +65,354	+124%	+$1.48M	1.64%	14
2023 Q1	$1.21M	Buy	52,579 +8,397	+19%	+$191K	0.78%	41
2022 Q4	$987K	Buy	44,182 +8,944	+25%	+$200K	0.66%	51
2022 Q3	$769K	Buy	+35,238	New	+$811K	0.54%	56