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 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Mid-American Wealth Advisory Group's SPHY Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q3 2025, closing a stake of 229 shares — an estimated $5.45K sold.

Mid-American Wealth Advisory Group first reported a position in SPHY in Q4 2021 and held it in 6 quarters. The position peaked at $2.6M in Q1 2022. 478 funds tracked by Wall St. Rank hold SPHY as of Q3 2025.

Mid-American Wealth Advisory Group reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q3 2025 after selling out during the quarter.
Mid-American Wealth Advisory Group sold 229 State Street SPDR Portfolio High Yield Bond ETF shares in Q3 2025, an estimated $5.45K.
Mid-American Wealth Advisory Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2021 and held it in 6 quarters.
Mid-American Wealth Advisory Group's State Street SPDR Portfolio High Yield Bond ETF position peaked at $2.6M in Q1 2022.
478 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.