IWM
SPHY icon

IHT Wealth Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

IHT Wealth Management’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
2026
Q1 		$1.72M Sell
73,676
-2,524
-3% -$59.6K 0.04% 419
2025
Q4 		$1.8M Buy
76,200
+1,404
+2% +$33.3K 0.04% 371
2025
Q3 		$1.79M Buy
74,796
+6,015
+9% +$143K 0.05% 361
2025
Q2 		$1.64M Buy
68,781
+3,481
+5% +$81K 0.05% 359
2025
Q1 		$1.53M Buy
65,300
+21,112
+48% +$499K 0.05% 347
2024
Q4 		$1.04M Buy
44,188
+16,910
+62% +$401K 0.03% 443
2024
Q3 		$655K Buy
+27,278
New +$644K 0.02% 635
2018
Q2 		– Sell
-393
Closed -$10K – 1214
2018
Q1 		$10K Hold
393
– – ﹤0.01% 1200
2017
Q4 		$10K Buy
+393
New +$10.4K ﹤0.01% 1205

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 $501B 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 $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return