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Spire Wealth Management’s PGIM Active High Yield Bond ETF PHYL Stock Holding History

Spire Wealth Management’s Portfolio PHYL Stock Details PHYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-186
Closed -$6.48K – 2512
2025
Q1 		$6.48K Buy
186
+4
+2% +$140 ﹤0.01% 1987
2024
Q4 		$6.32K Buy
+182
New +$6.41K ﹤0.01% 1983

Other funds holding PHYL

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Spire Wealth Management's PHYL Position: Q2 2025 in Review

Spire Wealth Management sold out of PGIM Active High Yield Bond ETF (PHYL) in Q2 2025, closing a stake of 186 shares — an estimated $6.48K sold.

Spire Wealth Management first reported a position in PHYL in Q4 2024 and held it in 2 quarters. The position peaked at $6.48K in Q1 2025. 92 funds tracked by Wall St. Rank hold PHYL as of Q2 2025.

  • Spire Wealth Management reported no remaining PGIM Active High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 186 PGIM Active High Yield Bond ETF shares in Q2 2025, an estimated $6.48K.
  • Spire Wealth Management first reported a position in PGIM Active High Yield Bond ETF in Q4 2024 and held it in 2 quarters.
  • Spire Wealth Management's PGIM Active High Yield Bond ETF position peaked at $6.48K in Q1 2025.
  • 92 funds tracked by Wall St. Rank held PGIM Active High Yield Bond ETF as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.