Financial Architects (Georgia)’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Financial Architects (Georgia)’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	-210,105	Closed	-$5.03M	–	32
2025 Q3	$5.03M	Buy	210,105 +9,790	+5%	+$232K	2.86%	12
2025 Q2	$4.77M	Sell	200,315 -1,070	-0.5%	-$24.9K	2.9%	12
2025 Q1	$4.72M	Buy	201,385 +4,145	+2%	+$98K	3.01%	13
2024 Q4	$4.63M	Buy	197,240 +6,935	+4%	+$165K	2.97%	13
2024 Q3	$4.58M	Buy	190,305 +3,620	+2%	+$85.4K	2.95%	13
2024 Q2	$4.34M	Buy	186,685 +7,655	+4%	+$177K	2.95%	13
2024 Q1	$4.2M	Buy	179,030 +10,500	+6%	+$245K	2.91%	13
2023 Q4	$3.94M	Buy	+168,530	New	+$3.81M	3.1%	11

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Financial Architects (Georgia)'s SPHY Position: Q4 2025 in Review

Financial Architects (Georgia) sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q4 2025, closing a stake of 210,105 shares — an estimated $5.03M sold.

Financial Architects (Georgia) first reported a position in SPHY in Q4 2023 and held it in 8 quarters. The position peaked at $5.03M in Q3 2025. 535 funds tracked by Wall St. Rank hold SPHY as of Q4 2025.

Financial Architects (Georgia) reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
Financial Architects (Georgia) sold 210,105 State Street SPDR Portfolio High Yield Bond ETF shares in Q4 2025, an estimated $5.03M.
Financial Architects (Georgia) first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2023 and held it in 8 quarters.
Financial Architects (Georgia)'s State Street SPDR Portfolio High Yield Bond ETF position peaked at $5.03M in Q3 2025.
535 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q4 2025.

Based on Financial Architects (Georgia)'s 13F filing for Q4 2025, filed 21 Jan 2026.