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Brinker Capital Investments’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Brinker Capital Investments’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
2026
Q1 		$717K Sell
30,727
-711
-2% -$16.8K 0.01% 1305
2025
Q4 		$744K Buy
31,438
+948
+3% +$22.5K 0.01% 1394
2025
Q3 		$730K Sell
30,490
-2,930
-9% -$69.6K 0.01% 1382
2025
Q2 		$795K Buy
33,420
+14,609
+78% +$340K 0.01% 1313
2025
Q1 		$441K Sell
18,811
-938
-5% -$22.2K ﹤0.01% 1472
2024
Q4 		$464K Buy
19,749
+5,426
+38% +$129K ﹤0.01% 1374
2024
Q3 		$344K Sell
14,323
-1,332
-9% -$31.4K ﹤0.01% 1475
2024
Q2 		$364K Buy
15,655
+4,286
+38% +$99.3K ﹤0.01% 1395
2024
Q1 		$267K Sell
11,369
-11,053
-49% -$258K ﹤0.01% 1502
2023
Q4 		$522K Buy
22,422
+10,991
+96% +$248K 0.01% 1193
2023
Q3 		$256K Sell
11,431
-80
-0.7% -$1.82K ﹤0.01% 1454
2023
Q2 		$263K Buy
11,511
+128
+1% +$2.9K ﹤0.01% 1449
2023
Q1 		$262K Buy
+11,383
New +$259K ﹤0.01% 1396

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 $501B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return