Pathway Financial Advisers’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Pathway Financial Advisers’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 Q4	–	Sell	-336	Closed	-$8.03K	–	322
2025 Q3	$8.03K	Buy	+336	New	+$7.98K	﹤0.01%	343
2025 Q1	–	Sell	-336	Closed	-$7.87K	–	375
2024 Q4	$7.87K	Buy	336 +1	+0.3%	+$24	﹤0.01%	372
2024 Q3	$8.07K	Buy	335 +4	+1%	+$94	﹤0.01%	307
2024 Q2	$7.69K	Buy	331 +210	+174%	+$4.87K	﹤0.01%	363
2024 Q1	$2.84K	Buy	+121	New	+$2.83K	﹤0.01%	423

Other funds holding SPHY

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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Pathway Financial Advisers's SPHY Position: Q4 2025 in Review

Pathway Financial Advisers sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q4 2025, closing a stake of 336 shares — an estimated $8.03K sold.

Pathway Financial Advisers first reported a position in SPHY in Q1 2024 and held it in 5 quarters. The position peaked at $8.07K in Q3 2024. 535 funds tracked by Wall St. Rank hold SPHY as of Q4 2025.

Pathway Financial Advisers reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
Pathway Financial Advisers sold 336 State Street SPDR Portfolio High Yield Bond ETF shares in Q4 2025, an estimated $8.03K.
Pathway Financial Advisers first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2024 and held it in 5 quarters.
Pathway Financial Advisers's State Street SPDR Portfolio High Yield Bond ETF position peaked at $8.07K in Q3 2024.
535 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.