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Birch Financial Group’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Birch Financial Group’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
-10,611
Closed -$248K – 122
2025
Q1 		$248K Sell
10,611
-8,947
-46% -$211K 0.22% 85
2024
Q4 		$459K Buy
+19,558
New +$464K 0.52% 41

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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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 $445B AUM 25.58% 1-Year Est. Return
Ameriprise
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

Birch Financial Group's SPHY Position: Q2 2025 in Review

Birch Financial Group sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2025, closing a stake of 10,611 shares — an estimated $248K sold.

Birch Financial Group first reported a position in SPHY in Q4 2024 and held it in 2 quarters. The position peaked at $459K in Q4 2024. 452 funds tracked by Wall St. Rank hold SPHY as of Q2 2025.

  • Birch Financial Group reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Birch Financial Group sold 10,611 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2025, an estimated $248K.
  • Birch Financial Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and held it in 2 quarters.
  • Birch Financial Group's State Street SPDR Portfolio High Yield Bond ETF position peaked at $459K in Q4 2024.
  • 452 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2025.

Based on Birch Financial Group's 13F filing for Q2 2025, filed 31 Oct 2025.