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

MGO Private Wealth’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	–	Sell	-14,941	Closed	-$354K	–	54
2025 Q4	$354K	Sell	14,941 -1,718	-10%	-$40.7K	0.22%	48
2025 Q3	$399K	Hold	16,659	–	–	0.24%	48
2025 Q2	$396K	Buy	+16,659	New	+$388K	0.25%	48
2024 Q4	–	Sell	-16,956	Closed	-$408K	–	63
2024 Q3	$408K	Sell	16,956 -223	-1%	-$5.26K	0.29%	43
2024 Q2	$399K	Sell	17,179 -253	-1%	-$5.86K	0.25%	52
2024 Q1	$409K	Buy	+17,432	New	+$407K	0.26%	53

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

Neuberger Berman Group New York $150B AUM 40.08% 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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

MGO Private Wealth's SPHY Position: Q1 2026 in Review

MGO Private Wealth sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2026, closing a stake of 14,941 shares — an estimated $354K sold.

MGO Private Wealth first reported a position in SPHY in Q1 2024 and held it in 6 quarters. The position peaked at $409K in Q1 2024. 529 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

MGO Private Wealth reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
MGO Private Wealth sold 14,941 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $354K.
MGO Private Wealth first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2024 and held it in 6 quarters.
MGO Private Wealth's State Street SPDR Portfolio High Yield Bond ETF position peaked at $409K in Q1 2024.
529 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on MGO Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.