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	–	1165
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 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

Raleigh Capital Management's SPHY Position: Q2 2025 in Review

Raleigh Capital Management sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2025, closing a stake of 171 shares — an estimated $4K sold.

Raleigh Capital Management first reported a position in SPHY in Q4 2021 and held it in 12 quarters. The position peaked at $15.9K in Q4 2023. 452 funds tracked by Wall St. Rank hold SPHY as of Q2 2025.

Raleigh Capital Management reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
Raleigh Capital Management sold 171 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2025, an estimated $4K.
Raleigh Capital Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2021 and held it in 12 quarters.
Raleigh Capital Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $15.9K in Q4 2023.
452 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2025.

Based on Raleigh Capital Management's 13F filing for Q2 2025, filed 17 Jul 2025.