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

Institute for 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 		$496K Buy
+21,276
New +$502K 0.05% 321
2020
Q3 		– Sell
-13,297
Closed -$326K – 443
2020
Q2 		$326K Buy
13,297
+986
+8% +$23.6K 0.08% 311
2020
Q1 		$278K Sell
12,311
-111
-0.9% -$2.81K 0.09% 296
2019
Q4 		$327K Buy
12,422
+967
+8% +$25.2K 0.07% 326
2019
Q3 		$300K Buy
11,455
+954
+9% +$24.9K 0.08% 325
2019
Q2 		$275K Sell
10,501
-79
-0.7% -$2.05K 0.06% 372
2019
Q1 		$275K Buy
10,580
+45
+0.4% +$1.14K 0.06% 352
2018
Q4 		$260K Buy
10,535
+105
+1% +$2.62K 0.11% 212
2018
Q3 		$262K Sell
10,430
-348
-3% -$8.88K 0.09% 195
2018
Q2 		$272K Buy
10,778
+61
+0.6% +$1.56K 0.09% 200
2018
Q1 		$271K Buy
+10,717
New +$279K 0.08% 241

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