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Mid-American Wealth Advisory Group’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Mid-American Wealth Advisory 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
2025
Q3 		– Sell
-229
Closed -$5.45K – 281
2025
Q2 		$5.45K Buy
+229
New +$5.33K ﹤0.01% 220
2024
Q1 		– Sell
-9,605
Closed -$225K – 54
2023
Q4 		$225K Sell
9,605
-282
-3% -$6.37K 0.17% 40
2023
Q3 		$220K Sell
9,887
-100,194
-91% -$2.28M 0.18% 38
2023
Q2 		$2.52M Buy
+110,081
New +$2.5M 1.96% 18
2022
Q1 		$2.6M Buy
103,605
+54,973
+113% +$1.4M 2.03% 17
2021
Q4 		$1.29M Buy
+48,632
New +$1.29M 1.04% 28

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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return