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Atria Wealth Solutions’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Atria Wealth Solutions’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
Q2 		$2.21M Sell
92,867
-204,780
-69% -$4.77M 0.05% 394
2025
Q1 		$6.97M Sell
297,647
-69,411
-19% -$1.64M 0.08% 252
2024
Q4 		$8.61M Buy
367,058
+165,523
+82% +$3.93M 0.09% 218
2024
Q3 		$4.85M Buy
201,535
+72,505
+56% +$1.71M 0.05% 360
2024
Q2 		$3M Buy
129,030
+61,757
+92% +$1.43M 0.03% 491
2024
Q1 		$1.58M Sell
67,273
-84,588
-56% -$1.97M 0.02% 712
2023
Q4 		$3.55M Buy
151,861
+3,664
+2% +$82.8K 0.04% 408
2023
Q3 		$3.32M Buy
148,197
+34,025
+30% +$773K 0.05% 409
2023
Q2 		$2.61M Buy
114,172
+48,817
+75% +$1.11M 0.04% 484
2023
Q1 		$1.5M Sell
65,355
-5,312
-8% -$121K 0.02% 644
2022
Q4 		$1.58M Sell
70,667
-179,010
-72% -$4.01M 0.03% 599
2022
Q3 		$5.45M Sell
249,677
-4,314
-2% -$99.3K 0.09% 216
2022
Q2 		$5.7M Buy
+253,991
New +$6.04M 0.11% 207

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
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 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 $3.61B AUM 18.46% 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