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Austin Private Wealth’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Austin Private Wealth’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
Q4 		$2.13M Buy
90,016
+9,253
+11% +$219K 0.16% 71
2025
Q3 		$1.93M Buy
80,763
+5,829
+8% +$138K 0.15% 79
2025
Q2 		$1.78M Buy
74,934
+24,512
+49% +$570K 0.14% 80
2025
Q1 		$1.18M Buy
50,422
+32,278
+178% +$763K 0.11% 95
2024
Q4 		$426K Buy
18,144
+344
+2% +$8.16K 0.04% 161
2024
Q3 		$428K Sell
17,800
-1,487
-8% -$35.1K 0.04% 159
2024
Q2 		$448K Buy
19,287
+4,075
+27% +$94.4K 0.05% 128
2024
Q1 		$353K Buy
15,212
+331
+2% +$7.73K 0.04% 157
2023
Q4 		$348K Buy
+14,881
New +$336K 0.04% 134

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 $530B 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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $4.62B AUM 29.71% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Austin Private Wealth's SPHY Position: Q4 2025 in Review

Austin Private Wealth increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 11% in Q4 2025, buying an estimated $219K and bringing the position to 90,016 shares worth $2.13M. The position accounts for 0.16% of the portfolio, ranked #71.

Austin Private Wealth first reported a position in SPHY in Q4 2023 and has held it in 9 quarters since. 535 funds tracked by Wall St. Rank hold SPHY as of Q4 2025.

  • Austin Private Wealth held 90,016 shares of State Street SPDR Portfolio High Yield Bond ETF worth $2.13M as of Q4 2025.
  • Austin Private Wealth bought 9,253 State Street SPDR Portfolio High Yield Bond ETF shares in Q4 2025, an estimated $219K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.16% of Austin Private Wealth's portfolio in Q4 2025, its #71 holding.
  • Austin Private Wealth first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2023 and has held it in 9 quarters since.
  • 535 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.