Guardian Wealth Advisors (North Carolina)’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q1	–	Sell	-144	Closed	-$3.38K	–	546
2024 Q4	$3.38K	Buy	+144	New	+$3.42K	﹤0.01%	478
2022 Q4	–	Sell	-5	Closed	–	–	392
2022 Q3	$0	Sell	5 -20	-80%	-$460	﹤0.01%	373
2022 Q2	$1K	Buy	+25	New	+$594	﹤0.01%	344

Other funds holding SPHY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina)'s SPHY Position: Q1 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2025, closing a stake of 144 shares — an estimated $3.38K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SPHY in Q2 2022 and held it in 3 quarters. The position peaked at $3.38K in Q4 2024. 456 funds tracked by Wall St. Rank hold SPHY as of Q1 2025.

Guardian Wealth Advisors (North Carolina) reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 144 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2025, an estimated $3.38K.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2022 and held it in 3 quarters.
Guardian Wealth Advisors (North Carolina)'s State Street SPDR Portfolio High Yield Bond ETF position peaked at $3.38K in Q4 2024.
456 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2025, filed 15 May 2025.