GRP
SPHY icon

Global Retirement Partners’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Global Retirement 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 		$3.77M Buy
159,299
+53,529
+51% +$1.27M 0.07% 268
2025
Q3 		$2.53M Sell
105,770
-7,441
-7% -$177K 0.06% 305
2025
Q2 		$2.69M Buy
+113,211
New +$2.63M 0.07% 263
2024
Q4 		$1.6M Buy
68,265
+11,954
+21% +$284K 0.05% 342
2024
Q3 		$1.35M Buy
56,311
+2,646
+5% +$62.4K 0.04% 362
2024
Q2 		$1.25M Buy
53,665
+3,230
+6% +$74.8K 0.04% 372
2024
Q1 		$1.18M Buy
50,435
+1,083
+2% +$25.3K 0.04% 331
2023
Q4 		$1.15M Sell
49,352
-5,418
-10% -$122K 0.05% 315
2023
Q3 		$1.21M Buy
54,770
+34,089
+165% +$774K 0.06% 275
2023
Q2 		$472K Buy
20,681
+16,835
+438% +$382K 0.02% 451
2023
Q1 		$87.4K Buy
3,846
+1,396
+57% +$31.8K ﹤0.01% 981
2022
Q4 		$54.7K Buy
2,450
+180
+8% +$4.03K ﹤0.01% 1050
2022
Q3 		$51K Buy
2,270
+1,970
+657% +$45.3K ﹤0.01% 1006
2022
Q2 		$7K Hold
300
– – ﹤0.01% 1794
2022
Q1 		$7K Buy
+300
New +$7.67K ﹤0.01% 1792

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

Global Retirement Partners's SPHY Position: Q4 2025 in Review

Global Retirement Partners increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 51% in Q4 2025, buying an estimated $1.27M and bringing the position to 159,299 shares worth $3.77M. The position accounts for 0.07% of the portfolio, ranked #268.

Global Retirement Partners first reported a position in SPHY in Q1 2022 and has held it in 15 quarters since. 534 funds tracked by Wall St. Rank hold SPHY as of Q4 2025.

  • Global Retirement Partners held 159,299 shares of State Street SPDR Portfolio High Yield Bond ETF worth $3.77M as of Q4 2025.
  • Global Retirement Partners bought 53,529 State Street SPDR Portfolio High Yield Bond ETF shares in Q4 2025, an estimated $1.27M.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.07% of Global Retirement Partners's portfolio in Q4 2025, its #268 holding.
  • Global Retirement Partners first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2022 and has held it in 15 quarters since.
  • 534 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q4 2025.

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