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

Financial Gravity Asset 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
2026
Q1 		$3.15K Hold
135
– – ﹤0.01% 689
2025
Q4 		$3.19K Hold
135
– – ﹤0.01% 578
2025
Q3 		$3.23K Buy
+135
New +$3.21K ﹤0.01% 728
2025
Q1 		$3.16K Buy
+135
New +$3.19K ﹤0.01% 771
2024
Q2 		– Sell
-103
Closed -$2.44K – 2384
2024
Q1 		$2.44K Sell
103
-868
-89% -$20.3K ﹤0.01% 1035
2023
Q4 		$21.4K Buy
971
+37
+4% +$836 ﹤0.01% 677
2023
Q3 		$20.5K Buy
934
+911
+3,961% +$20.7K ﹤0.01% 548
2023
Q2 		$22K Buy
+23
New +$522 0.06% 137
2018
Q3 		$0 Hold
17
– – ﹤0.01% 1606
2018
Q2 		$0 Sell
17
-3
-15% -$77 ﹤0.01% 1601
2018
Q1 		$1K Buy
+20
New +$520 ﹤0.01% 1253

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