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Redwood Investment Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Redwood Investment 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
2024
Q4 		– Sell
-100,985
Closed -$2.43M – 377
2024
Q3 		$2.43M Sell
100,985
-93,149
-48% -$2.2M 0.22% 87
2024
Q2 		$4.51M Buy
+194,134
New +$4.5M 0.39% 58

Other funds holding SPHY

IMPI
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
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Redwood Investment Management's SPHY Position: Q4 2024 in Review

Redwood Investment Management sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q4 2024, closing a stake of 100,985 shares — an estimated $2.43M sold.

Redwood Investment Management first reported a position in SPHY in Q2 2024 and held it in 2 quarters. The position peaked at $4.51M in Q2 2024. 437 funds tracked by Wall St. Rank hold SPHY as of Q4 2024.

  • Redwood Investment Management reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Redwood Investment Management sold 100,985 State Street SPDR Portfolio High Yield Bond ETF shares in Q4 2024, an estimated $2.43M.
  • Redwood Investment Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2024 and held it in 2 quarters.
  • Redwood Investment Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $4.51M in Q2 2024.
  • 437 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q4 2024.

Based on Redwood Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.