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

Crestmont Private 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
2025
Q1 		– Sell
-263,214
Closed -$6.18M – 84
2024
Q4 		$6.18M Buy
263,214
+10,766
+4% +$255K 2.78% 11
2024
Q3 		$6.07M Buy
252,448
+17,234
+7% +$407K 2.65% 11
2024
Q2 		$5.46M Sell
235,214
-12,769
-5% -$296K 2.63% 11
2024
Q1 		$5.82M Sell
247,983
-7,629
-3% -$178K 2.89% 10
2023
Q4 		$5.98M Buy
+255,612
New +$5.78M 3.04% 10

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
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return