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

Timonier 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
Q4 		$2.55M Buy
107,883
+10,100
+10% +$239K 0.81% 21
2025
Q3 		$2.34M Buy
97,783
+9,407
+11% +$223K 0.77% 22
2025
Q2 		$2.1M Buy
88,376
+14,906
+20% +$347K 0.79% 23
2025
Q1 		$1.72M Buy
73,470
+25,197
+52% +$595K 0.76% 22
2024
Q4 		$1.13M Buy
+48,273
New +$1.15M 0.58% 25

Other funds holding SPHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Timonier Family Office's SPHY Position: Q4 2025 in Review

Timonier Family Office increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 10% in Q4 2025, buying an estimated $239K and bringing the position to 107,883 shares worth $2.55M. The position accounts for 0.81% of the portfolio, ranked #21.

Timonier Family Office first reported a position in SPHY in Q4 2024 and has held it in 5 quarters since. 534 funds tracked by Wall St. Rank hold SPHY as of Q4 2025.

  • Timonier Family Office held 107,883 shares of State Street SPDR Portfolio High Yield Bond ETF worth $2.55M as of Q4 2025.
  • Timonier Family Office bought 10,100 State Street SPDR Portfolio High Yield Bond ETF shares in Q4 2025, an estimated $239K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.81% of Timonier Family Office's portfolio in Q4 2025, its #21 holding.
  • Timonier Family Office first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • 534 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q4 2025.

Based on Timonier Family Office's 13F filing for Q4 2025, filed 4 Feb 2026.