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Gilbert Capital Group’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Gilbert Capital 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
Q4 		– Sell
-8,468
Closed -$203K – 58
2025
Q3 		$203K Buy
+8,468
New +$201K 0.16% 50

Other funds holding SPHY

Bank of America
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
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Gilbert Capital Group's SPHY Position: Q4 2025 in Review

Gilbert Capital Group sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q4 2025, closing a stake of 8,468 shares — an estimated $203K sold.

Gilbert Capital Group first reported a position in SPHY in Q3 2025 and held it in 1 quarter. The position peaked at $203K in Q3 2025. 535 funds tracked by Wall St. Rank hold SPHY as of Q4 2025.

  • Gilbert Capital Group reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Gilbert Capital Group sold 8,468 State Street SPDR Portfolio High Yield Bond ETF shares in Q4 2025, an estimated $203K.
  • Gilbert Capital Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2025 and held it in 1 quarter.
  • Gilbert Capital Group's State Street SPDR Portfolio High Yield Bond ETF position peaked at $203K 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 Gilbert Capital Group's 13F filing for Q4 2025, filed 23 Jan 2026.