HighTower Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.9M | Buy |
338,923
+64,725
| +24% | +$1.53M | 0.01% | 985 |
|
|
2025
Q4 | $6.49M | Buy |
274,198
+186,563
| +213% | +$4.42M | 0.01% | 1048 |
|
|
2025
Q3 | $2.1M | Buy |
87,635
+57,263
| +189% | +$1.36M | ﹤0.01% | 1608 |
|
|
2025
Q2 | $723K | Sell |
30,372
-56,359
| -65% | -$1.31M | ﹤0.01% | 2238 |
|
|
2025
Q1 | $2.03M | Buy |
86,731
+58,155
| +204% | +$1.37M | ﹤0.01% | 1521 |
|
|
2024
Q4 | $671K | Sell |
28,576
-2,000
| -7% | -$47.5K | ﹤0.01% | 2254 |
|
|
2024
Q3 | $734K | Sell |
30,576
-11,613
| -28% | -$274K | ﹤0.01% | 2123 |
|
|
2024
Q2 | $981K | Sell |
42,189
-2,504
| -6% | -$58K | ﹤0.01% | 1871 |
|
|
2024
Q1 | $1.05M | Sell |
44,693
-47,094
| -51% | -$1.1M | ﹤0.01% | 1779 |
|
|
2023
Q4 | $2.14M | Buy |
91,787
+7,236
| +9% | +$163K | ﹤0.01% | 1398 |
|
|
2023
Q3 | $1.9M | Buy |
84,551
+29,140
| +53% | +$662K | ﹤0.01% | 1408 |
|
|
2023
Q2 | $1.27M | Buy |
+55,411
| New | +$1.26M | ﹤0.01% | 1618 |
|
|
2023
Q1 | – | Sell |
-261,738
| Closed | -$5.84M | – | 3658 |
|
|
2022
Q4 | $5.84M | Buy |
+261,738
| New | +$5.86M | 0.01% | 787 |
|
|
2017
Q4 | – | Sell |
-27,409
| Closed | -$720K | – | 2371 |
|
|
2017
Q3 | $720K | Buy |
+27,409
| New | +$729K | 0.01% | 1259 |
|
|
2016
Q2 | – | Sell |
-22,824
| Closed | -$553K | – | 2004 |
|
|
2016
Q1 | $553K | Buy |
22,824
+668
| +3% | +$16.2K | 0.01% | 1332 |
|
|
2015
Q4 | $513K | Sell |
22,156
-7,709
| -26% | -$192K | 0.01% | 1297 |
|
|
2015
Q3 | $721K | Buy |
29,865
+4,048
| +16% | +$103K | 0.01% | 1047 |
|
|
2015
Q2 | $663K | Buy |
25,817
+1,172
| +5% | +$30.6K | 0.01% | 921 |
|
|
2015
Q1 | $652K | Sell |
24,645
-225
| -0.9% | -$5.93K | 0.01% | 976 |
|
|
2014
Q4 | $647K | Sell |
24,870
-2,055
| -8% | -$53.9K | 0.01% | 958 |
|
|
2014
Q3 | $706K | Buy |
26,925
+18,955
| +238% | +$501K | 0.01% | 904 |
|
|
2014
Q2 | $212K | Buy |
+7,970
| New | +$210K | ﹤0.01% | 1380 |
|
Other funds holding SPHY
IMPI
MERSOM
VIA
