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Advisor Resource Council’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Advisor Resource Council’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
2026
Q1 		$225K Buy
9,661
+90
+0.9% +$2.12K 0.09% 207
2025
Q4 		$227K Buy
+9,571
New +$227K 0.08% 218
2022
Q3 		– Sell
-95,826
Closed -$2.15M – 447
2022
Q2 		$2.15M Buy
95,826
+16,970
+22% +$403K 0.2% 111
2022
Q1 		$1.98M Sell
78,856
-99,330
-56% -$2.54M 0.6% 45
2021
Q4 		$4.73M Buy
178,186
+126,312
+243% +$3.35M 0.37% 51
2021
Q3 		$1.39M Sell
51,874
-55,061
-51% -$1.48M 0.43% 64
2021
Q2 		$2.88M Buy
+106,935
New +$2.85M 0.3% 76

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 $501B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return