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

Smallwood Wealth 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
2025
Q3 		– Sell
-101
Closed -$2.4K – 581
2025
Q2 		$2.4K Buy
+101
New +$2.35K ﹤0.01% 390

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 $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $4.62B AUM 29.71% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Smallwood Wealth Investment Management's SPHY Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q3 2025, closing a stake of 101 shares — an estimated $2.4K sold.

Smallwood Wealth Investment Management first reported a position in SPHY in Q2 2025 and held it in 1 quarter. The position peaked at $2.4K in Q2 2025. 478 funds tracked by Wall St. Rank hold SPHY as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 101 State Street SPDR Portfolio High Yield Bond ETF shares in Q3 2025, an estimated $2.4K.
  • Smallwood Wealth Investment Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $2.4K in Q2 2025.
  • 478 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.