Raleigh Capital Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Raleigh Capital 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 Q2	–	Sell	-171	Closed	-$4K	–	691
2025 Q1	$4K	Hold	171	–	–	﹤0.01%	378
2024 Q4	$4.01K	Hold	171	–	–	﹤0.01%	736
2024 Q3	$4.11K	Buy	+171	New	+$4.04K	﹤0.01%	725
2024 Q1	–	Sell	-682	Closed	-$15.9K	–	1166
2023 Q4	$15.9K	Buy	682 +293	+75%	+$6.62K	0.01%	484
2023 Q3	$8.72K	Hold	389	–	–	﹤0.01%	571
2023 Q2	$8.88K	Hold	389	–	–	﹤0.01%	513
2023 Q1	$8.94K	Hold	389	–	–	﹤0.01%	528
2022 Q4	$8.69K	Hold	389	–	–	﹤0.01%	461
2022 Q3	$8K	Hold	389	–	–	﹤0.01%	416
2022 Q2	$9K	Sell	389 -99	-20%	-$2.35K	0.01%	372
2022 Q1	$12K	Buy	488 +80	+20%	+$2.04K	0.01%	344
2021 Q4	$11K	Buy	+408	New	+$10.8K	0.01%	189

Other funds holding SPHY

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return