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ORG Partners’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

ORG Partners’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
Q2 		– Sell
-1,115
Closed -$26K – 1614
2025
Q1 		$26K Buy
+1,115
New +$26.3K 0.01% 617

Other funds holding SPHY

Bank of America
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
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
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

ORG Partners's SPHY Position: Q2 2025 in Review

ORG Partners sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2025, closing a stake of 1,115 shares — an estimated $26K sold.

ORG Partners first reported a position in SPHY in Q1 2025 and held it in 1 quarter. The position peaked at $26K in Q1 2025. 452 funds tracked by Wall St. Rank hold SPHY as of Q2 2025.

  • ORG Partners reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
  • ORG Partners sold 1,115 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2025, an estimated $26K.
  • ORG Partners first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2025 and held it in 1 quarter.
  • ORG Partners's State Street SPDR Portfolio High Yield Bond ETF position peaked at $26K in Q1 2025.
  • 452 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2025.

Based on ORG Partners's 13F filing for Q2 2025, filed 16 Jul 2025.