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Salomon & Ludwin’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Salomon & Ludwin’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
Q1 		– Sell
-67
Closed -$1.57K – 728
2024
Q4 		$1.57K Buy
+67
New +$1.59K ﹤0.01% 615

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
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 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
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Salomon & Ludwin's SPHY Position: Q1 2025 in Review

Salomon & Ludwin sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2025, closing a stake of 67 shares — an estimated $1.57K sold.

Salomon & Ludwin first reported a position in SPHY in Q4 2024 and held it in 1 quarter. The position peaked at $1.57K in Q4 2024. 455 funds tracked by Wall St. Rank hold SPHY as of Q1 2025.

  • Salomon & Ludwin reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Salomon & Ludwin sold 67 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2025, an estimated $1.57K.
  • Salomon & Ludwin first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and held it in 1 quarter.
  • Salomon & Ludwin's State Street SPDR Portfolio High Yield Bond ETF position peaked at $1.57K in Q4 2024.
  • 455 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2025.

Based on Salomon & Ludwin's 13F filing for Q1 2025, filed 28 Apr 2025.