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

Accel 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 		– Sell
-8,725
Closed -$208K – 289
2025
Q2 		$208K Buy
8,725
+109
+1% +$2.54K 0.07% 244
2025
Q1 		$202K Buy
+8,616
New +$204K 0.07% 240

Other funds holding SPHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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 $9.05B AUM 13.04% 1-Year Est. Return

Accel Wealth Management's SPHY Position: Q3 2025 in Review

Accel Wealth Management sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q3 2025, closing a stake of 8,725 shares — an estimated $208K sold.

Accel Wealth Management first reported a position in SPHY in Q1 2025 and held it in 2 quarters. The position peaked at $208K in Q2 2025. 478 funds tracked by Wall St. Rank hold SPHY as of Q3 2025.

  • Accel Wealth Management reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Accel Wealth Management sold 8,725 State Street SPDR Portfolio High Yield Bond ETF shares in Q3 2025, an estimated $208K.
  • Accel Wealth Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2025 and held it in 2 quarters.
  • Accel Wealth Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $208K in Q2 2025.
  • 478 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2025.

Based on Accel Wealth Management's 13F filing for Q3 2025, filed 8 Oct 2025.