AWA
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Arete Wealth Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Arete Wealth Advisors’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 		$1.27M Buy
54,558
+1,427
+3% +$33.7K 0.1% 198
2025
Q4 		$1.26M Buy
53,131
+231
+0.4% +$5.48K 0.08% 248
2025
Q3 		$1.27M Buy
52,900
+3,250
+7% +$77.2K 0.08% 237
2025
Q2 		$1.18M Buy
49,650
+18,601
+60% +$433K 0.08% 230
2025
Q1 		$727K Sell
31,049
-10,544
-25% -$249K 0.06% 301
2024
Q4 		$976K Buy
41,593
+25,912
+165% +$615K 0.07% 256
2024
Q3 		$377K Sell
15,681
-39,761
-72% -$938K 0.03% 458
2024
Q2 		$1.29M Buy
55,442
+7,370
+15% +$171K 0.11% 187
2024
Q1 		$1.13M Buy
+48,072
New +$1.12M 0.1% 194

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