Prosperity Capital Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Prosperity Capital Advisors’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	-14,673	Closed	-$351K	–	444
2025 Q3	$351K	Buy	14,673 +1,182	+9%	+$28.1K	0.02%	326
2025 Q2	$321K	Sell	13,491 -35,150	-72%	-$818K	0.02%	312
2025 Q1	$1.13M	Buy	48,641 +1,962	+4%	+$46.4K	0.09%	145
2024 Q4	$1.1M	Buy	+46,679	New	+$1.11M	0.09%	149

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

Neuberger Berman Group New York $150B AUM 40.08% 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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prosperity Capital Advisors's SPHY Position: Q4 2025 in Review

Prosperity Capital Advisors sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q4 2025, closing a stake of 14,673 shares — an estimated $351K sold.

Prosperity Capital Advisors first reported a position in SPHY in Q4 2024 and held it in 4 quarters. The position peaked at $1.13M in Q1 2025. 535 funds tracked by Wall St. Rank hold SPHY as of Q4 2025.

Prosperity Capital Advisors reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
Prosperity Capital Advisors sold 14,673 State Street SPDR Portfolio High Yield Bond ETF shares in Q4 2025, an estimated $351K.
Prosperity Capital Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and held it in 4 quarters.
Prosperity Capital Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $1.13M in Q1 2025.
535 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q4 2025.

Based on Prosperity Capital Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.