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Consolidated Portfolio Review Corp’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Consolidated Portfolio Review Corp’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
Q4 		– Sell
-16,978
Closed -$406K – 346
2025
Q3 		$406K Sell
16,978
-2,425
-12% -$57.6K 0.05% 304
2025
Q2 		$462K Buy
19,403
+180
+0.9% +$4.19K 0.06% 269
2025
Q1 		$450K Sell
19,223
-1,958
-9% -$46.3K 0.07% 237
2024
Q4 		$497K Hold
21,181
– – 0.08% 231
2024
Q3 		$509K Buy
21,181
+8,250
+64% +$195K 0.11% 189
2024
Q2 		$300K Buy
12,931
+348
+3% +$8.06K 0.07% 233
2024
Q1 		$295K Buy
12,583
+3,343
+36% +$78K 0.08% 209
2023
Q4 		$216K Buy
+9,240
New +$209K 0.05% 275

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Consolidated Portfolio Review Corp's SPHY Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q4 2025, closing a stake of 16,978 shares — an estimated $406K sold.

Consolidated Portfolio Review Corp first reported a position in SPHY in Q4 2023 and held it in 8 quarters. The position peaked at $509K in Q3 2024. 535 funds tracked by Wall St. Rank hold SPHY as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 16,978 State Street SPDR Portfolio High Yield Bond ETF shares in Q4 2025, an estimated $406K.
  • Consolidated Portfolio Review Corp first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2023 and held it in 8 quarters.
  • Consolidated Portfolio Review Corp's State Street SPDR Portfolio High Yield Bond ETF position peaked at $509K in Q3 2024.
  • 535 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.