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Abich Financial Wealth Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Abich Financial Wealth Management’s Portfolio SPHY Stock Details SPHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$360K Buy
+15,034
New +$357K 0.13% 64
2024
Q3 		$14.9K Sell
620
-3,217
-84% -$75.9K 0.03% 171
2024
Q2 		$89.1K Buy
3,837
+294
+8% +$6.81K 0.06% 101
2024
Q1 		$83.1K Sell
3,543
-1,051
-23% -$24.5K 0.06% 100
2023
Q4 		$107K Buy
+4,594
New +$104K 0.1% 34

Other funds holding SPHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Abich Financial Wealth Management's SPHY Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q3 2025: 15,034 shares worth $360K. The stake represents 0.13% of the portfolio and ranks #64 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in SPHY as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in SPHY in Q4 2023 and has held it in 5 quarters since. 478 funds tracked by Wall St. Rank hold SPHY as of Q3 2025.

  • Abich Financial Wealth Management held 15,034 shares of State Street SPDR Portfolio High Yield Bond ETF worth $360K as of Q3 2025.
  • State Street SPDR Portfolio High Yield Bond ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.13% of Abich Financial Wealth Management's portfolio in Q3 2025, its #64 holding.
  • Abich Financial Wealth Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • 478 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.