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Redmont Wealth Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Redmont Wealth 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 		$401K Buy
16,933
+8,504
+101% +$202K 0.61% 45
2025
Q3 		$202K Sell
8,429
-489
-5% -$11.6K 0.28% 65
2025
Q2 		$212K Buy
8,918
+4,389
+97% +$102K 0.31% 63
2025
Q1 		$106K Buy
+4,529
New +$107K 0.21% 65

Other funds holding SPHY

Bank of America
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
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Redmont Wealth Advisors's SPHY Position: Q4 2025 in Review

Redmont Wealth Advisors increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 101% in Q4 2025, buying an estimated $202K and bringing the position to 16,933 shares worth $401K. The position accounts for 0.61% of the portfolio, ranked #45.

Redmont Wealth Advisors first reported a position in SPHY in Q1 2025 and has held it in 4 quarters since. 535 funds tracked by Wall St. Rank hold SPHY as of Q4 2025.

  • Redmont Wealth Advisors held 16,933 shares of State Street SPDR Portfolio High Yield Bond ETF worth $401K as of Q4 2025.
  • Redmont Wealth Advisors bought 8,504 State Street SPDR Portfolio High Yield Bond ETF shares in Q4 2025, an estimated $202K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.61% of Redmont Wealth Advisors's portfolio in Q4 2025, its #45 holding.
  • Redmont Wealth Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • 535 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.