MWM
SPHY icon

Modern Wealth Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Modern Wealth Management’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 		$2.62M Buy
112,804
+13,570
+14% +$320K 0.05% 275
2025
Q4 		$2.35M Sell
99,234
-5,183
-5% -$123K 0.04% 276
2025
Q3 		$2.5M Sell
104,417
-42,288
-29% -$1M 0.05% 261
2025
Q2 		$3.49M Buy
146,705
+66,269
+82% +$1.54M 0.09% 197
2025
Q1 		$1.88M Buy
80,436
+21,584
+37% +$510K 0.06% 214
2024
Q4 		$1.38M Buy
58,852
+14,113
+32% +$335K 0.05% 224
2024
Q3 		$1.08M Buy
44,739
+9,872
+28% +$233K 0.07% 160
2024
Q2 		$810K Buy
34,867
+15,923
+84% +$369K 0.06% 158
2024
Q1 		$444K Buy
+18,944
New +$442K 0.04% 183

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