Ehrlich Financial Group’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Ehrlich Financial Group’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 Q3	–	Sell	-10,259	Closed	-$244K	–	117
2025 Q2	$244K	Sell	10,259 -15,884	-61%	-$370K	0.16%	94
2025 Q1	$612K	Buy	26,143 +8,216	+46%	+$194K	0.45%	51
2024 Q4	$421K	Buy	+17,927	New	+$425K	0.3%	68

Other funds holding SPHY

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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Ehrlich Financial Group's SPHY Position: Q3 2025 in Review

Ehrlich Financial Group sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q3 2025, closing a stake of 10,259 shares — an estimated $244K sold.

Ehrlich Financial Group first reported a position in SPHY in Q4 2024 and held it in 3 quarters. The position peaked at $612K in Q1 2025. 478 funds tracked by Wall St. Rank hold SPHY as of Q3 2025.

Ehrlich Financial Group reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q3 2025 after selling out during the quarter.
Ehrlich Financial Group sold 10,259 State Street SPDR Portfolio High Yield Bond ETF shares in Q3 2025, an estimated $244K.
Ehrlich Financial Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and held it in 3 quarters.
Ehrlich Financial Group's State Street SPDR Portfolio High Yield Bond ETF position peaked at $612K in Q1 2025.
478 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2025.

Based on Ehrlich Financial Group's 13F filing for Q3 2025, filed 17 Oct 2025.