BOJHT
SPHY icon

Bank of Jackson Hole Trust’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Bank of Jackson Hole Trust’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
-4,102
Closed -$97.8K – 474
2025
Q1 		$97.8K Buy
4,102
+430
+12% +$10.2K 0.06% 165
2024
Q4 		$86.2K Buy
+3,672
New +$87.1K 0.06% 175

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
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 $11.8B AUM 9.48% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Bank of Jackson Hole Trust's SPHY Position: Q2 2025 in Review

Bank of Jackson Hole Trust sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2025, closing a stake of 4,102 shares — an estimated $97.8K sold.

Bank of Jackson Hole Trust first reported a position in SPHY in Q4 2024 and held it in 2 quarters. The position peaked at $97.8K in Q1 2025. 452 funds tracked by Wall St. Rank hold SPHY as of Q2 2025.

  • Bank of Jackson Hole Trust reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Bank of Jackson Hole Trust sold 4,102 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2025, an estimated $97.8K.
  • Bank of Jackson Hole Trust first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and held it in 2 quarters.
  • Bank of Jackson Hole Trust's State Street SPDR Portfolio High Yield Bond ETF position peaked at $97.8K in Q1 2025.
  • 452 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2025.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2025, filed 1 Aug 2025.