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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 $1.55T 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
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 $13.4B AUM 22.25% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Atria Wealth Solutions's SPHY Position: Q2 2025 in Review

Atria Wealth Solutions reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 69% in Q2 2025, selling an estimated $4.77M and leaving 92,867 shares worth $2.21M. The position accounts for 0.05% of the portfolio, ranked #394.

Atria Wealth Solutions first reported a position in SPHY in Q2 2022 and has held it in 13 quarters since. The position peaked at $8.61M in Q4 2024. 452 funds tracked by Wall St. Rank hold SPHY as of Q2 2025.

  • Atria Wealth Solutions held 92,867 shares of State Street SPDR Portfolio High Yield Bond ETF worth $2.21M as of Q2 2025.
  • Atria Wealth Solutions sold 204,780 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2025, an estimated $4.77M.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.05% of Atria Wealth Solutions's portfolio in Q2 2025, its #394 holding.
  • Atria Wealth Solutions first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2022 and has held it in 13 quarters since.
  • Atria Wealth Solutions's State Street SPDR Portfolio High Yield Bond ETF position peaked at $8.61M in Q4 2024.
  • 452 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.