Prosperity Wealth Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Prosperity Wealth Management’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	$5.3M	Sell	223,856 -8,269	-4%	-$196K	1.76%	9
2025 Q3	$5.56M	Buy	232,125 +37,741	+19%	+$896K	1.89%	8
2025 Q2	$4.63M	Sell	194,384 -4,754	-2%	-$111K	1.71%	9
2025 Q1	$4.66M	Buy	199,138 +179,630	+921%	+$4.24M	2.19%	7
2024 Q4	$458K	Buy	19,508 +10,107	+108%	+$240K	0.19%	105
2024 Q3	$226K	Buy	+9,401	New	+$222K	0.09%	167

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

Prosperity Wealth Management's SPHY Position: Q4 2025 in Review

Prosperity Wealth Management reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 3.6% in Q4 2025, selling an estimated $196K and leaving 223,856 shares worth $5.3M. The position accounts for 1.76% of the portfolio, ranked #9.

Prosperity Wealth Management first reported a position in SPHY in Q3 2024 and has held it in 6 quarters since. The position peaked at $5.56M in Q3 2025. 534 funds tracked by Wall St. Rank hold SPHY as of Q4 2025.

Prosperity Wealth Management held 223,856 shares of State Street SPDR Portfolio High Yield Bond ETF worth $5.3M as of Q4 2025.
Prosperity Wealth Management sold 8,269 State Street SPDR Portfolio High Yield Bond ETF shares in Q4 2025, an estimated $196K.
State Street SPDR Portfolio High Yield Bond ETF made up 1.76% of Prosperity Wealth Management's portfolio in Q4 2025, its #9 holding.
Prosperity Wealth Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2024 and has held it in 6 quarters since.
Prosperity Wealth Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $5.56M in Q3 2025.
534 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.