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Financial Advocates Investment Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Financial Advocates Investment 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 		– Sell
-10,573
Closed -$248K – 758
2025
Q1 		$248K Sell
10,573
-2,282
-18% -$53.9K 0.02% 614
2024
Q4 		$302K Buy
12,855
+134
+1% +$3.18K 0.02% 595
2024
Q3 		$306K Sell
12,721
-353
-3% -$8.33K 0.02% 595
2024
Q2 		$304K Sell
13,074
-1,593
-11% -$36.9K 0.02% 573
2024
Q1 		$344K Sell
14,667
-320
-2% -$7.47K 0.02% 545
2023
Q4 		$350K Buy
14,987
+396
+3% +$8.95K 0.02% 508
2023
Q3 		$327K Buy
14,591
+3,758
+35% +$85.4K 0.02% 501
2023
Q2 		$247K Sell
10,833
-16,003
-60% -$363K 0.02% 577
2023
Q1 		$617K Buy
26,836
+14,408
+116% +$328K 0.04% 383
2022
Q4 		$278K Buy
+12,428
New +$278K 0.02% 581

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 $14.8B AUM 26% 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
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 $432B AUM 30.22% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Financial Advocates Investment Management's SPHY Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2025, closing a stake of 10,573 shares — an estimated $248K sold.

Financial Advocates Investment Management first reported a position in SPHY in Q4 2022 and held it in 10 quarters. The position peaked at $617K in Q1 2023. 452 funds tracked by Wall St. Rank hold SPHY as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 10,573 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2025, an estimated $248K.
  • Financial Advocates Investment Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2022 and held it in 10 quarters.
  • Financial Advocates Investment Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $617K in Q1 2023.
  • 452 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.