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Bartlett & Co Wealth Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Bartlett & Co Wealth Management’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
-14
Closed -$333 – 1274
2025
Q2 		$333 Buy
+14
New +$326 ﹤0.01% 1178

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Bartlett & Co Wealth Management's SPHY Position: Q3 2025 in Review

Bartlett & Co Wealth Management sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q3 2025, closing a stake of 14 shares — an estimated $333 sold.

Bartlett & Co Wealth Management first reported a position in SPHY in Q2 2025 and held it in 1 quarter. The position peaked at $333 in Q2 2025. 478 funds tracked by Wall St. Rank hold SPHY as of Q3 2025.

  • Bartlett & Co Wealth Management reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 14 State Street SPDR Portfolio High Yield Bond ETF shares in Q3 2025, an estimated $333.
  • Bartlett & Co Wealth Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2025 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $333 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 Bartlett & Co Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.