United Advisor 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	$1.74M	Buy	73,216 +24,818	+51%	+$591K	0.3%	88
2025 Q1	$1.13M	Buy	48,398 +6,063	+14%	+$142K	0.23%	103
2024 Q4	$994K	Buy	+42,335	New	+$994K	0.2%	123
2024 Q2	–	Sell	-11,365	Closed	-$267K	–	278
2024 Q1	$267K	Buy	+11,365	New	+$267K	0.1%	178