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TFG Advisers’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

TFG Advisers’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 		$594K Buy
24,946
+3,066
+14% +$71.3K 0.2% 114
2025
Q1 		$512K Buy
21,880
+5,947
+37% +$141K 0.19% 128
2024
Q4 		$374K Buy
+15,933
New +$378K 0.13% 152

Other funds holding SPHY

Bank of America
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
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
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

TFG Advisers's SPHY Position: Q2 2025 in Review

TFG Advisers increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 14% in Q2 2025, buying an estimated $71.3K and bringing the position to 24,946 shares worth $594K. The position accounts for 0.2% of the portfolio, ranked #114.

TFG Advisers first reported a position in SPHY in Q4 2024 and has held it in 3 quarters since. 452 funds tracked by Wall St. Rank hold SPHY as of Q2 2025.

  • TFG Advisers held 24,946 shares of State Street SPDR Portfolio High Yield Bond ETF worth $594K as of Q2 2025.
  • TFG Advisers bought 3,066 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2025, an estimated $71.3K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.2% of TFG Advisers's portfolio in Q2 2025, its #114 holding.
  • TFG Advisers first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 452 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.