Authentikos Wealth Advisory’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Authentikos Wealth Advisory’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 Q3	–	Sell	-23,050	Closed	-$549K	–	63
2025 Q2	$549K	Buy	23,050 +12,685	+122%	+$295K	0.38%	39
2025 Q1	$243K	Buy	+10,365	New	+$245K	0.19%	54
2024 Q4	–	Sell	-5,274	Closed	-$127K	–	149
2024 Q3	$127K	Buy	+5,274	New	+$124K	0.12%	80
2024 Q2	–	Sell	-11,611	Closed	-$272K	–	63
2024 Q1	$272K	Buy	+11,611	New	+$271K	0.27%	48

Other funds holding SPHY

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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Authentikos Wealth Advisory's SPHY Position: Q3 2025 in Review

Authentikos Wealth Advisory sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q3 2025, closing a stake of 23,050 shares — an estimated $549K sold.

Authentikos Wealth Advisory first reported a position in SPHY in Q1 2024 and held it in 4 quarters. The position peaked at $549K in Q2 2025. 478 funds tracked by Wall St. Rank hold SPHY as of Q3 2025.

Authentikos Wealth Advisory reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q3 2025 after selling out during the quarter.
Authentikos Wealth Advisory sold 23,050 State Street SPDR Portfolio High Yield Bond ETF shares in Q3 2025, an estimated $549K.
Authentikos Wealth Advisory first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2024 and held it in 4 quarters.
Authentikos Wealth Advisory's State Street SPDR Portfolio High Yield Bond ETF position peaked at $549K in Q2 2025.
478 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2025.

Based on Authentikos Wealth Advisory's 13F filing for Q3 2025, filed 5 Nov 2025.