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
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

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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

B. Riley Wealth Advisors's SPHY Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 66% in Q4 2024, selling an estimated $624K and leaving 13,665 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #847.

B. Riley Wealth Advisors first reported a position in SPHY in Q1 2023 and has held it in 7 quarters since. The position peaked at $960K in Q3 2024. 437 funds tracked by Wall St. Rank hold SPHY as of Q4 2024.

B. Riley Wealth Advisors held 13,665 shares of State Street SPDR Portfolio High Yield Bond ETF worth $321K as of Q4 2024.
B. Riley Wealth Advisors sold 26,317 State Street SPDR Portfolio High Yield Bond ETF shares in Q4 2024, an estimated $624K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #847 holding.
B. Riley Wealth Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2023 and has held it in 7 quarters since.
B. Riley Wealth Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $960K in Q3 2024.
437 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.