Midland Wealth Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Midland Wealth Advisors’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 Q1	–	Sell	-31,376	Closed	-$736K	–	191
2024 Q4	$736K	Buy	31,376 +4,546	+17%	+$108K	0.04%	102
2024 Q3	$645K	Buy	+26,830	New	+$633K	0.04%	121

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

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

VIA

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

MERSOM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Midland Wealth Advisors's SPHY Position: Q1 2025 in Review

Midland Wealth Advisors sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2025, closing a stake of 31,376 shares — an estimated $736K sold.

Midland Wealth Advisors first reported a position in SPHY in Q3 2024 and held it in 2 quarters. The position peaked at $736K in Q4 2024. 455 funds tracked by Wall St. Rank hold SPHY as of Q1 2025.

Midland Wealth Advisors reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
Midland Wealth Advisors sold 31,376 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2025, an estimated $736K.
Midland Wealth Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2024 and held it in 2 quarters.
Midland Wealth Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $736K in Q4 2024.
455 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2025.

Based on Midland Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.