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Keystone Financial Group (Kentucky)’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Keystone Financial Group (Kentucky)’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 		$244K Hold
10,475
– – 0.02% 441
2025
Q4 		$248K Hold
10,475
– – 0.02% 390
2025
Q3 		$251K Sell
10,475
-450
-4% -$10.7K 0.02% 362
2025
Q2 		$260K Buy
10,925
+350
+3% +$8.14K 0.02% 349
2025
Q1 		$248K Hold
10,575
– – 0.03% 332
2024
Q4 		$248K Hold
10,575
– – 0.02% 325
2024
Q3 		$254K Buy
+10,575
New +$250K 0.03% 305
2024
Q2 		– Sell
-9,175
Closed -$215K – 287
2024
Q1 		$215K Buy
+9,175
New +$214K 0.03% 319

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