SAG
SPHY icon

SageView Advisory Group’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

SageView Advisory Group’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 		$34.1M Buy
1,442,659
+100,667
+8% +$2.39M 1.15% 11
2025
Q3 		$32.1M Buy
1,341,992
+224,458
+20% +$5.33M 1.11% 13
2025
Q2 		$26.5M Buy
1,117,534
+42,802
+4% +$996K 1% 15
2025
Q1 		$25.2M Buy
1,074,732
+144,732
+16% +$3.42M 1.07% 13
2024
Q4 		$21.8M Buy
930,000
+161,978
+21% +$3.84M 0.94% 15
2024
Q3 		$18.5M Buy
+768,022
New +$18.1M 0.94% 15
2024
Q2 		– Hold
0
– – – 14
2024
Q1 		– Hold
0
– -$3.68M – 803
2023
Q4 		– Sell
-66,322
Closed -$1.5M – 79
2023
Q3 		$1.49M Buy
66,322
+18,297
+38% +$416K 0.09% 144
2023
Q2 		$1.1M Buy
48,025
+33,606
+233% +$763K 0.06% 207
2023
Q1 		$331K Buy
+14,419
New +$328K 0.02% 369

Other funds holding SPHY

Bank of America
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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return