CA
SPHY icon

Continuum Advisory’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Continuum Advisory’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 		$1.97M Buy
84,577
+1,169
+1% +$27.6K 0.19% 111
2025
Q4 		$1.97M Buy
83,408
+14,813
+22% +$351K 0.2% 112
2025
Q3 		$1.64M Buy
68,595
+6,478
+10% +$154K 0.17% 114
2025
Q2 		$1.48M Buy
62,117
+15,321
+33% +$357K 0.18% 117
2025
Q1 		$1.1M Buy
46,796
+12,384
+36% +$293K 0.14% 139
2024
Q4 		$808K Buy
34,412
+4,884
+17% +$116K 0.1% 176
2024
Q3 		$700K Buy
29,528
+1,162
+4% +$27.4K 0.09% 203
2024
Q2 		$659K Sell
28,366
-3,863
-12% -$89.5K 0.1% 194
2024
Q1 		$748K Buy
32,229
+8,881
+38% +$207K 0.11% 185
2023
Q4 		$546K Buy
23,348
+9,297
+66% +$210K 0.08% 268
2023
Q3 		$315K Hold
14,051
– – 0.05% 353
2023
Q2 		$321K Buy
+14,051
New +$319K 0.05% 356

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