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SWP
Stratos Wealth Partners’s
State Street SPDR Portfolio High Yield Bond ETF
SPHY
Stock Holding History
Stratos Wealth Partners’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
$592K
Sell
25,367
-514
-2%
-$12.1K
0.01%
999
2025
Q4
$613K
Sell
25,881
-2,769
-10%
-$65.6K
0.01%
957
2025
Q3
$686K
Buy
+28,650
New
+$680K
0.01%
897
2025
Q2
–
Sell
-51,443
Closed
-$1.2M
–
1479
2025
Q1
$1.2M
Sell
51,443
-17,313
-25%
-$409K
0.02%
594
2024
Q4
$1.61M
Buy
68,756
+33,124
+93%
+$786K
0.02%
535
2024
Q3
$857K
Sell
35,632
-18,790
-35%
-$443K
0.01%
740
2024
Q2
$1.26M
Buy
54,422
+6,279
+13%
+$145K
0.02%
572
2024
Q1
$1.13M
Sell
48,143
-7,762
-14%
-$181K
0.02%
607
2023
Q4
$1.31M
Buy
+55,905
New
+$1.26M
0.02%
525
2022
Q1
–
Sell
-101,019
Closed
-$2.68M
–
1349
2021
Q4
$2.68M
Buy
+101,019
New
+$2.68M
0.06%
293
2018
Q4
–
Sell
-2,154
Closed
-$55K
–
2262
2018
Q3
$55K
Buy
+2,154
New
+$55K
﹤0.01%
1412
2018
Q2
–
Sell
-2,257
Closed
-$58K
–
2343
2018
Q1
$58K
Buy
+2,257
New
+$58.7K
﹤0.01%
1498
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1-Year Est. Return
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1-Year Est. Return
MERSOM
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$8.81B AUM
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1-Year Est. Return
VIA
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$11.8B AUM
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1-Year Est. Return
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$82.4B AUM
19.69%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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