Schroder Investment Management Group
SPHY icon

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

Schroder Investment Management 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
2026
Q1 		– Sell
-60,606
Closed -$1.44M – 1253
2025
Q4 		$1.44M Buy
60,606
+7,658
+14% +$182K ﹤0.01% 944
2025
Q3 		$1.27M Sell
52,948
-11,863
-18% -$282K ﹤0.01% 994
2025
Q2 		$1.54M Buy
+64,811
New +$1.51M ﹤0.01% 945
2024
Q4 		– Sell
-31,168
Closed -$750K – 1245
2024
Q3 		$750K Sell
31,168
-13,562
-30% -$320K ﹤0.01% 1062
2024
Q2 		$1.04M Buy
44,730
+14,520
+48% +$336K ﹤0.01% 1024
2024
Q1 		$709K Sell
30,210
-79,041
-72% -$1.85M ﹤0.01% 1069
2023
Q4 		$2.55M Buy
109,251
+93,300
+585% +$2.11M ﹤0.01% 873
2023
Q3 		$358K Buy
+15,951
New +$362K ﹤0.01% 1134
2023
Q1 		– Sell
-57,172
Closed -$1.28M – 1318
2022
Q4 		$1.28M Buy
+57,172
New +$1.28M ﹤0.01% 1019

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
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return