MassMutual Private Wealth & Trust’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

MassMutual Private Wealth & Trust’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	-25,090	Closed	-$588K	–	2490
2025 Q1	$588K	Buy	25,090 +685	+3%	+$16.2K	0.02%	304
2024 Q4	$573K	Buy	24,405 +17,945	+278%	+$426K	0.02%	302
2024 Q3	$155K	Buy	6,460 +5,570	+626%	+$131K	﹤0.01%	446
2024 Q2	$20.7K	Buy	890 +390	+78%	+$9.04K	﹤0.01%	853
2024 Q1	$11.7K	Buy	+500	New	+$11.7K	﹤0.01%	988

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

MassMutual Private Wealth & Trust's SPHY Position: Q2 2025 in Review

MassMutual Private Wealth & Trust sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2025, closing a stake of 25,090 shares — an estimated $588K sold.

MassMutual Private Wealth & Trust first reported a position in SPHY in Q1 2024 and held it in 5 quarters. The position peaked at $588K in Q1 2025. 452 funds tracked by Wall St. Rank hold SPHY as of Q2 2025.

MassMutual Private Wealth & Trust reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 25,090 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2025, an estimated $588K.
MassMutual Private Wealth & Trust first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2024 and held it in 5 quarters.
MassMutual Private Wealth & Trust's State Street SPDR Portfolio High Yield Bond ETF position peaked at $588K 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 MassMutual Private Wealth & Trust's 13F filing for Q2 2025, filed 9 Jul 2025.