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Toth Financial Advisory’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Toth Financial Advisory’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
-282
Closed -$6.75K – 979
2025
Q3 		$6.75K Buy
+282
New +$6.7K ﹤0.01% 575

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Toth Financial Advisory's SPHY Position: Q4 2025 in Review

Toth Financial Advisory sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q4 2025, closing a stake of 282 shares — an estimated $6.75K sold.

Toth Financial Advisory first reported a position in SPHY in Q3 2025 and held it in 1 quarter. The position peaked at $6.75K in Q3 2025. 535 funds tracked by Wall St. Rank hold SPHY as of Q4 2025.

  • Toth Financial Advisory reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 282 State Street SPDR Portfolio High Yield Bond ETF shares in Q4 2025, an estimated $6.75K.
  • Toth Financial Advisory first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2025 and held it in 1 quarter.
  • Toth Financial Advisory's State Street SPDR Portfolio High Yield Bond ETF position peaked at $6.75K in Q3 2025.
  • 535 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q4 2025.

Based on Toth Financial Advisory's 13F filing for Q4 2025, filed 20 Jan 2026.