Tucker Asset Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Tucker Asset Management’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	$31.6K	Buy	1,334 +332	+33%	+$7.87K	0.01%	382
2025 Q3	$24K	Sell	1,002 -283	-22%	-$6.72K	0.01%	228
2025 Q2	$30.6K	Hold	1,285	–	–	0.01%	184
2025 Q1	$30.1K	Buy	1,285 +584	+83%	+$13.8K	0.01%	186
2024 Q4	$16.5K	Hold	701	–	–	﹤0.01%	612
2024 Q3	$16.9K	Buy	+701	New	+$16.5K	﹤0.01%	583
2022 Q4	–	Sell	-21	Closed	-$470	–	914
2022 Q3	$470	Buy	+21	New	+$483	﹤0.01%	745

Other funds holding SPHY

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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Tucker Asset Management's SPHY Position: Q4 2025 in Review

Tucker Asset Management increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 33% in Q4 2025, buying an estimated $7.87K and bringing the position to 1,334 shares worth $31.6K. The position accounts for 0.01% of the portfolio, ranked #382.

Tucker Asset Management first reported a position in SPHY in Q3 2022 and has held it in 7 quarters since. 534 funds tracked by Wall St. Rank hold SPHY as of Q4 2025.

Tucker Asset Management held 1,334 shares of State Street SPDR Portfolio High Yield Bond ETF worth $31.6K as of Q4 2025.
Tucker Asset Management bought 332 State Street SPDR Portfolio High Yield Bond ETF shares in Q4 2025, an estimated $7.87K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.01% of Tucker Asset Management's portfolio in Q4 2025, its #382 holding.
Tucker Asset Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2022 and has held it in 7 quarters since.
534 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.