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

Marks Group 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
-56,054
Closed -$1.31M – 317
2025
Q1 		$1.31M Buy
+56,054
New +$1.32M 0.13% 160

Other funds holding SPHY

Bank of America
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
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
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

Marks Group Wealth Management's SPHY Position: Q2 2025 in Review

Marks Group Wealth Management sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2025, closing a stake of 56,054 shares — an estimated $1.31M sold.

Marks Group Wealth Management first reported a position in SPHY in Q1 2025 and held it in 1 quarter. The position peaked at $1.31M in Q1 2025. 452 funds tracked by Wall St. Rank hold SPHY as of Q2 2025.

  • Marks Group Wealth Management reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Marks Group Wealth Management sold 56,054 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2025, an estimated $1.31M.
  • Marks Group Wealth Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2025 and held it in 1 quarter.
  • Marks Group Wealth Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $1.31M in Q1 2025.
  • 452 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2025.

Based on Marks Group Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.