MFG
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Merit Financial Group’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Merit Financial Group’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
2026
Q1 		$7.78M Buy
333,697
+159,260
+91% +$3.76M 0.06% 286
2025
Q4 		$4.13M Buy
174,437
+5,941
+4% +$141K 0.03% 405
2025
Q3 		$4.03M Buy
168,496
+8,656
+5% +$206K 0.04% 359
2025
Q2 		$3.8M Buy
159,840
+8,339
+6% +$194K 0.04% 342
2025
Q1 		$3.55M Buy
+151,501
New +$3.58M 0.05% 278
2023
Q4 		– Sell
-11,077
Closed -$248K – 824
2023
Q3 		$248K Buy
11,077
+457
+4% +$10.4K 0.01% 640
2023
Q2 		$243K Sell
10,620
-4,103
-28% -$93.1K 0.01% 653
2023
Q1 		$338K Sell
14,723
-182
-1% -$4.15K 0.01% 483
2022
Q4 		$333K Buy
+14,905
New +$334K 0.01% 519

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return