SVB Wealth’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

SVB Wealth’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 Q4	–	Sell	-14,840	Closed	-$355K	–	415
2025 Q3	$355K	Hold	14,840	–	–	0.02%	333
2025 Q2	$353K	Buy	14,840 +1,595	+12%	+$37.1K	0.02%	340
2025 Q1	$310K	Buy	13,245 +795	+6%	+$18.8K	0.01%	258
2024 Q4	$292K	Buy	+12,450	New	+$295K	0.01%	566
2024 Q3	–	Sell	-10,623	Closed	-$247K	–	521
2024 Q2	$247K	Sell	10,623 -11,272	-51%	-$261K	0.01%	620
2024 Q1	$514K	Sell	21,895 -2,454	-10%	-$57.3K	0.01%	468
2023 Q4	$569K	Sell	24,349 -7,900	-24%	-$179K	0.01%	450
2023 Q3	$723K	Sell	32,249 -11,278	-26%	-$256K	0.02%	367
2023 Q2	$994K	Sell	43,527 -73,013	-63%	-$1.66M	0.02%	346
2023 Q1	$2.68M	Buy	116,540 +81,588	+233%	+$1.86M	0.04%	227
2022 Q4	$781K	Buy	34,952 +18,507	+113%	+$414K	0.01%	453
2022 Q3	$359K	Buy	+16,445	New	+$378K	0.01%	622

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

Neuberger Berman Group New York $150B AUM 40.08% 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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

SVB Wealth's SPHY Position: Q4 2025 in Review

SVB Wealth sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q4 2025, closing a stake of 14,840 shares — an estimated $355K sold.

SVB Wealth first reported a position in SPHY in Q3 2022 and held it in 12 quarters. The position peaked at $2.68M in Q1 2023. 535 funds tracked by Wall St. Rank hold SPHY as of Q4 2025.

SVB Wealth reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
SVB Wealth sold 14,840 State Street SPDR Portfolio High Yield Bond ETF shares in Q4 2025, an estimated $355K.
SVB Wealth first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2022 and held it in 12 quarters.
SVB Wealth's State Street SPDR Portfolio High Yield Bond ETF position peaked at $2.68M in Q1 2023.
535 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q4 2025.

Based on SVB Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.