Stokes Family Office’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Stokes Family Office’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 Q2	–	Sell	-53,613	Closed	-$1.26M	–	246
2025 Q1	$1.26M	Buy	53,613 +34,041	+174%	+$804K	0.14%	112
2024 Q4	$459K	Buy	+19,572	New	+$464K	0.05%	168
2022 Q4	–	Sell	-10,444	Closed	-$228K	–	298
2022 Q3	$228K	Buy	10,444 +165	+2%	+$3.8K	0.03%	238
2022 Q2	$231K	Sell	10,279 -1,449	-12%	-$34.4K	0.03%	237
2022 Q1	$294K	Buy	+11,728	New	+$300K	0.04%	211

Other funds holding SPHY

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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Stokes Family Office's SPHY Position: Q2 2025 in Review

Stokes Family Office sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2025, closing a stake of 53,613 shares — an estimated $1.26M sold.

Stokes Family Office first reported a position in SPHY in Q1 2022 and held it in 5 quarters. The position peaked at $1.26M in Q1 2025. 452 funds tracked by Wall St. Rank hold SPHY as of Q2 2025.

Stokes Family Office reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
Stokes Family Office sold 53,613 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2025, an estimated $1.26M.
Stokes Family Office first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2022 and held it in 5 quarters.
Stokes Family Office's State Street SPDR Portfolio High Yield Bond ETF position peaked at $1.26M in Q1 2025.
452 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2025.

Based on Stokes Family Office's 13F filing for Q2 2025, filed 6 Aug 2025.