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Lowe Wealth Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Lowe Wealth Advisors’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
Q3 		$1.05K Buy
+44
New +$1.04K ﹤0.01% 361

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 $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Lowe Wealth Advisors's SPHY Position: Q3 2025 in Review

Lowe Wealth Advisors opened a new position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q3 2025: 44 shares worth $1.05K. The stake represents ﹤0.01% of the portfolio and ranks #361 among its holdings.

478 funds tracked by Wall St. Rank hold SPHY as of Q3 2025.

  • Lowe Wealth Advisors held 44 shares of State Street SPDR Portfolio High Yield Bond ETF worth $1.05K as of Q3 2025.
  • State Street SPDR Portfolio High Yield Bond ETF was a new Lowe Wealth Advisors position in Q3 2025.
  • State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #361 holding.
  • 478 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.