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Pacific Financial Group’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Pacific Financial 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
Q2 		– Sell
-29,598
Closed -$693K – 62
2025
Q1 		$693K Sell
29,598
-13,913
-32% -$329K 0.56% 36
2024
Q4 		$1.02M Buy
+43,511
New +$1.03M 0.76% 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 $530B AUM 22.01% 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 $11.8B AUM 9.48% 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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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

Pacific Financial Group's SPHY Position: Q2 2025 in Review

Pacific Financial Group sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2025, closing a stake of 29,598 shares — an estimated $693K sold.

Pacific Financial Group first reported a position in SPHY in Q4 2024 and held it in 2 quarters. The position peaked at $1.02M in Q4 2024. 452 funds tracked by Wall St. Rank hold SPHY as of Q2 2025.

  • Pacific Financial Group reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Pacific Financial Group sold 29,598 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2025, an estimated $693K.
  • Pacific Financial Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and held it in 2 quarters.
  • Pacific Financial Group's State Street SPDR Portfolio High Yield Bond ETF position peaked at $1.02M in Q4 2024.
  • 452 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2025.

Based on Pacific Financial Group's 13F filing for Q2 2025, filed 21 Jul 2025.