Kestra Private Wealth Services’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Kestra Private Wealth Services’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	-10,872	Closed	-$255K	–	1566
2024 Q4	$255K	Buy	+10,872	New	+$258K	﹤0.01%	1195

Other funds holding SPHY

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

IMPI

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

VIA

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

MERSOM

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

Kestra Private Wealth Services's SPHY Position: Q1 2025 in Review

Kestra Private Wealth Services sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2025, closing a stake of 10,872 shares — an estimated $255K sold.

Kestra Private Wealth Services first reported a position in SPHY in Q4 2024 and held it in 1 quarter. The position peaked at $255K in Q4 2024. 455 funds tracked by Wall St. Rank hold SPHY as of Q1 2025.

Kestra Private Wealth Services reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
Kestra Private Wealth Services sold 10,872 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2025, an estimated $255K.
Kestra Private Wealth Services first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and held it in 1 quarter.
Kestra Private Wealth Services's State Street SPDR Portfolio High Yield Bond ETF position peaked at $255K in Q4 2024.
455 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2025.

Based on Kestra Private Wealth Services's 13F filing for Q1 2025, filed 5 May 2025.