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Capital A Wealth Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Capital A 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
Q2 		$62.9K Buy
2,690
+2,684
+44,733% +$62.5K 0.7% 37
2025
Q1 		$141 Sell
6
-404
-99% -$9.55K ﹤0.01% 692
2024
Q4 		$9.62K Buy
+410
New +$9.73K 0.02% 311

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

Capital A Wealth Management's SPHY Position: Q2 2025 in Review

Capital A Wealth Management increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 44,733% in Q2 2025, buying an estimated $62.5K and bringing the position to 2,690 shares worth $62.9K. The position accounts for 0.7% of the portfolio, ranked #37.

Capital A Wealth Management first reported a position in SPHY in Q4 2024 and has held it in 3 quarters since. 452 funds tracked by Wall St. Rank hold SPHY as of Q2 2025.

  • Capital A Wealth Management held 2,690 shares of State Street SPDR Portfolio High Yield Bond ETF worth $62.9K as of Q2 2025.
  • Capital A Wealth Management bought 2,684 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2025, an estimated $62.5K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.7% of Capital A Wealth Management's portfolio in Q2 2025, its #37 holding.
  • Capital A Wealth Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 452 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.