Jim Simons’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Jim Simons’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	–	Sell	-734,100	Closed	-$17.6M	–	3727
2025 Q3	$17.6M	Sell	734,100 -234,700	-24%	-$5.57M	0.02%	790
2025 Q2	$23.1M	Sell	968,800 -243,257	-20%	-$5.66M	0.03%	644
2025 Q1	$28.4M	Buy	1,212,057 +360,857	+42%	+$8.53M	0.04%	518
2024 Q4	$20M	Buy	851,200 +534,700	+169%	+$12.7M	0.03%	668
2024 Q3	$7.61M	Sell	316,500 -223,100	-41%	-$5.26M	0.01%	1187
2024 Q2	$12.5M	Buy	539,600 +179,700	+50%	+$4.16M	0.02%	805
2024 Q1	$8.44M	Buy	359,900 +85,800	+31%	+$2M	0.01%	1090
2023 Q4	$6.41M	Buy	274,100 +211,200	+336%	+$4.77M	0.01%	1197
2023 Q3	$1.41M	Sell	62,900 -22,300	-26%	-$507K	﹤0.01%	2075
2023 Q2	$1.95M	Buy	85,200 +39,152	+85%	+$889K	﹤0.01%	2013
2023 Q1	$1.06M	Buy	+46,048	New	+$1.05M	﹤0.01%	2442

Other funds holding SPHY

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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VIA

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jim Simons's SPHY Position: Q4 2025 in Review

Jim Simons sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q4 2025, closing a stake of 734,100 shares — an estimated $17.6M sold.

Jim Simons first reported a position in SPHY in Q1 2023 and held it in 11 quarters. The position peaked at $28.4M in Q1 2025. 535 funds tracked by Wall St. Rank hold SPHY as of Q4 2025.

Jim Simons reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
Jim Simons sold 734,100 State Street SPDR Portfolio High Yield Bond ETF shares in Q4 2025, an estimated $17.6M.
Jim Simons first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2023 and held it in 11 quarters.
Jim Simons's State Street SPDR Portfolio High Yield Bond ETF position peaked at $28.4M in Q1 2025.
535 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.