B. Riley Wealth Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

B. Riley 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
2025 Q2	–	Sell	-13,572	Closed	-$318K	–	1337
2025 Q1	$318K	Sell	13,572 -93	-0.7%	-$2.2K	0.01%	946
2024 Q4	$321K	Sell	13,665 -26,317	-66%	-$624K	0.01%	847
2024 Q3	$960K	Buy	39,982 +9,788	+32%	+$231K	0.03%	509
2024 Q2	$701K	Buy	30,194 +10,441	+53%	+$242K	0.02%	668
2024 Q1	$443K	Sell	19,753 -13,888	-41%	-$324K	0.01%	857
2023 Q4	$787K	Buy	33,641 +13,888	+70%	+$314K	0.02%	603
2023 Q3	$443K	Buy	+19,753	New	+$449K	0.01%	857
2023 Q2	–	Sell	-21,319	Closed	-$490K	–	1638
2023 Q1	$490K	Buy	+21,319	New	+$486K	0.01%	808

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

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

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

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

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

B. Riley Wealth Advisors's SPHY Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2025, closing a stake of 13,572 shares — an estimated $318K sold.

B. Riley Wealth Advisors first reported a position in SPHY in Q1 2023 and held it in 8 quarters. The position peaked at $960K in Q3 2024. 452 funds tracked by Wall St. Rank hold SPHY as of Q2 2025.

B. Riley Wealth Advisors reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 13,572 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2025, an estimated $318K.
B. Riley Wealth Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2023 and held it in 8 quarters.
B. Riley Wealth Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $960K in Q3 2024.
452 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.