WCG Wealth 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
2026 Q1	$9.79M	Buy	419,806 +22,098	+6%	+$521K	0.27%	93
2025 Q4	$9.41M	Buy	397,708 +338,612	+573%	+$8.03M	0.26%	93
2025 Q3	$1.41M	Buy	59,096 +5,127	+9%	+$122K	0.09%	190
2025 Q2	$1.28M	Sell	53,969 -3,076	-5%	-$71.6K	0.08%	197
2025 Q1	$1.34M	Buy	57,045 +6,449	+13%	+$152K	0.1%	175
2024 Q4	$1.19M	Sell	50,596 -181	-0.4%	-$4.29K	0.08%	195
2024 Q3	$1.22M	Buy	50,777 +325	+0.6%	+$7.67K	0.08%	205
2024 Q2	$1.17M	Buy	50,452 +9,760	+24%	+$226K	0.09%	184
2024 Q1	$955K	Buy	40,692 +22	+0.1%	+$514	0.08%	184
2023 Q4	$951K	Sell	40,670 -14,524	-26%	-$328K	0.07%	208
2023 Q3	$1.26M	Buy	55,194 +457	+0.8%	+$10.4K	0.09%	176
2023 Q2	$1.25M	Sell	54,737 -855	-2%	-$19.4K	0.15%	100
2023 Q1	$1.28M	Buy	55,592 +19,151	+53%	+$436K	0.16%	97
2022 Q4	$814K	Buy	36,441 +15,962	+78%	+$357K	0.11%	118
2022 Q3	$447K	Buy	20,479 +445	+2%	+$10.2K	0.06%	195
2022 Q2	$450K	Buy	+20,034	New	+$476K	0.06%	180