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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
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
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 $11.8B AUM 9.48% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 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