Bison Wealth’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Bison Wealth’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	$4.56M	Buy	+194,136	New	+$4.61M	1%	22

Other funds holding SPHY

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bison Wealth's SPHY Position: Q4 2024 in Review

Bison Wealth opened a new position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q4 2024: 194,136 shares worth $4.56M. The stake represents 1% of the portfolio and ranks #22 among its holdings.

437 funds tracked by Wall St. Rank hold SPHY as of Q4 2024.

Bison Wealth held 194,136 shares of State Street SPDR Portfolio High Yield Bond ETF worth $4.56M as of Q4 2024.
State Street SPDR Portfolio High Yield Bond ETF was a new Bison Wealth position in Q4 2024.
State Street SPDR Portfolio High Yield Bond ETF made up 1% of Bison Wealth's portfolio in Q4 2024, its #22 holding.
437 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.