Bank Julius Baer & Co
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Bank Julius Baer & Co’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Bank Julius Baer & Co’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
Q1 		– Sell
-1,812
Closed -$46.9K – 669
2024
Q4 		$46.9K Buy
1,812
+125
+7% +$2.97K ﹤0.01% 555
2024
Q3 		$48.1K Sell
1,687
-110
-6% -$2.6K ﹤0.01% 472
2024
Q2 		$46.5K Sell
1,797
-203
-10% -$4.7K ﹤0.01% 445
2024
Q1 		$46.9K Buy
+2,000
New +$46.7K ﹤0.01% 469

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank Julius Baer & Co's SPHY Position: Q1 2025 in Review

Bank Julius Baer & Co sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2025, closing a stake of 1,812 shares — an estimated $46.9K sold.

Bank Julius Baer & Co first reported a position in SPHY in Q1 2024 and held it in 4 quarters. The position peaked at $48.1K in Q3 2024. 454 funds tracked by Wall St. Rank hold SPHY as of Q1 2025.

  • Bank Julius Baer & Co reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Bank Julius Baer & Co sold 1,812 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2025, an estimated $46.9K.
  • Bank Julius Baer & Co first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2024 and held it in 4 quarters.
  • Bank Julius Baer & Co's State Street SPDR Portfolio High Yield Bond ETF position peaked at $48.1K in Q3 2024.
  • 454 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2025.

Based on Bank Julius Baer & Co's 13F filing for Q1 2025, filed 6 May 2025.