Parkside Financial Bank & Trust’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Parkside Financial Bank & Trust’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	-423	Closed	-$9.91K	–	2981
2025 Q1	$9.91K	Sell	423 -6	-1%	-$142	﹤0.01%	1408
2024 Q4	$10.1K	Sell	429 -403	-48%	-$9.56K	﹤0.01%	1268
2024 Q3	$20K	Buy	832 +736	+767%	+$17.4K	﹤0.01%	1060
2024 Q2	$2.23K	Sell	96 -453	-83%	-$10.5K	﹤0.01%	1539
2024 Q1	$12.9K	Buy	549 +2	+0.4%	+$47	﹤0.01%	1113
2023 Q4	$12.8K	Buy	547 +34	+7%	+$768	﹤0.01%	1094
2023 Q3	$11.5K	Buy	+513	New	+$11.7K	﹤0.01%	1075

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

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

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

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

Parkside Financial Bank & Trust's SPHY Position: Q2 2025 in Review

Parkside Financial Bank & Trust sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2025, closing a stake of 423 shares — an estimated $9.91K sold.

Parkside Financial Bank & Trust first reported a position in SPHY in Q3 2023 and held it in 7 quarters. The position peaked at $20K in Q3 2024. 452 funds tracked by Wall St. Rank hold SPHY as of Q2 2025.

Parkside Financial Bank & Trust reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
Parkside Financial Bank & Trust sold 423 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2025, an estimated $9.91K.
Parkside Financial Bank & Trust first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2023 and held it in 7 quarters.
Parkside Financial Bank & Trust's State Street SPDR Portfolio High Yield Bond ETF position peaked at $20K in Q3 2024.
452 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2025, filed 7 Aug 2025.