Western Wealth 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	$581K	Buy	24,899 +10,781	+76%	+$254K	0.02%	600
2025 Q4	$334K	Sell	14,118 -1,742	-11%	-$41.3K	0.02%	628
2025 Q3	$380K	Buy	15,860 +197	+1%	+$4.68K	0.02%	520
2025 Q2	$373K	Sell	15,663 -4,460	-22%	-$104K	0.02%	499
2025 Q1	$471K	Sell	20,123 -589	-3%	-$13.9K	0.03%	411
2024 Q4	$486K	Sell	20,712 -1,005	-5%	-$23.8K	0.03%	390
2024 Q3	$522K	Sell	21,717 -24	-0.1%	-$566	0.03%	453
2024 Q2	$505K	Sell	21,741 -119	-0.5%	-$2.76K	0.04%	369
2024 Q1	$513K	Buy	21,860 +1,284	+6%	+$30K	0.04%	361
2023 Q4	$481K	Sell	20,576 -1,345	-6%	-$30.4K	0.03%	425
2023 Q3	$491K	Sell	21,921 -2,536	-10%	-$57.6K	0.04%	392
2023 Q2	$559K	Buy	24,457 +1,578	+7%	+$35.8K	0.05%	353
2023 Q1	$526K	Buy	22,879 +5,593	+32%	+$127K	0.05%	354
2022 Q4	$386K	Sell	17,286 -6,857	-28%	-$153K	0.04%	400
2022 Q3	$521K	Buy	24,143 +8,137	+51%	+$187K	0.03%	468
2022 Q2	$359K	Buy	+16,006	New	+$381K	0.02%	557