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

KFG 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
2025 Q2	–	Sell	-10,337	Closed	-$242K	–	207
2025 Q1	$242K	Sell	10,337 -1,763	-15%	-$41.7K	0.04%	170
2024 Q4	$284K	Sell	12,100 -1,915	-14%	-$45.4K	0.05%	152
2024 Q3	$337K	Buy	14,015 +2,248	+19%	+$53K	0.07%	133
2024 Q2	$273K	Buy	11,767 +2,354	+25%	+$54.5K	0.11%	129
2024 Q1	$221K	Buy	+9,413	New	+$220K	0.09%	149

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

KFG Wealth Management's SPHY Position: Q2 2025 in Review

KFG Wealth Management sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2025, closing a stake of 10,337 shares — an estimated $242K sold.

KFG Wealth Management first reported a position in SPHY in Q1 2024 and held it in 5 quarters. The position peaked at $337K in Q3 2024. 452 funds tracked by Wall St. Rank hold SPHY as of Q2 2025.

KFG Wealth Management reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
KFG Wealth Management sold 10,337 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2025, an estimated $242K.
KFG Wealth Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2024 and held it in 5 quarters.
KFG Wealth Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $337K in Q3 2024.
452 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2025.

Based on KFG Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.