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Forefront Wealth Partners’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Forefront Wealth Partners’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
-184,037
Closed -$4.41M – 185
2025
Q3 		$4.41M Buy
+184,037
New +$4.37M 1.11% 25

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 $530B 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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Forefront Wealth Partners's SPHY Position: Q4 2025 in Review

Forefront Wealth Partners sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q4 2025, closing a stake of 184,037 shares — an estimated $4.41M sold.

Forefront Wealth Partners first reported a position in SPHY in Q3 2025 and held it in 1 quarter. The position peaked at $4.41M in Q3 2025. 534 funds tracked by Wall St. Rank hold SPHY as of Q4 2025.

  • Forefront Wealth Partners reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Forefront Wealth Partners sold 184,037 State Street SPDR Portfolio High Yield Bond ETF shares in Q4 2025, an estimated $4.41M.
  • Forefront Wealth Partners first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2025 and held it in 1 quarter.
  • Forefront Wealth Partners's State Street SPDR Portfolio High Yield Bond ETF position peaked at $4.41M in Q3 2025.
  • 534 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q4 2025.

Based on Forefront Wealth Partners's 13F filing for Q4 2025, filed 6 Feb 2026.