Vantage Financial Partners (Wisconsin)’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Vantage Financial Partners (Wisconsin)’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	$308K	Buy	12,992 +366	+3%	+$8.68K	0.06%	161
2025 Q3	$302K	Sell	12,626 -4,464	-26%	-$106K	0.06%	161
2025 Q2	$407K	Buy	17,090 +6	+0%	+$140	0.09%	126
2025 Q1	$400K	Sell	17,084 -5,492	-24%	-$130K	0.1%	116
2024 Q4	$530K	Sell	22,576 -4,515	-17%	-$107K	0.13%	98
2024 Q3	$652K	Sell	27,091 -4,435	-14%	-$105K	0.16%	88
2024 Q2	$732K	Sell	31,526 -8,245	-21%	-$191K	0.19%	57
2024 Q1	$933K	Sell	39,771 -248	-0.6%	-$5.79K	0.25%	49
2023 Q4	$936K	Buy	+40,019	New	+$904K	0.27%	44

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 $3.61B AUM 18.46% 1-Year Est. Return

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

Vantage Financial Partners (Wisconsin)'s SPHY Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 2.9% in Q4 2025, buying an estimated $8.68K and bringing the position to 12,992 shares worth $308K. The position accounts for 0.06% of the portfolio, ranked #161.

Vantage Financial Partners (Wisconsin) first reported a position in SPHY in Q4 2023 and has held it in 9 quarters since. The position peaked at $936K in Q4 2023. 534 funds tracked by Wall St. Rank hold SPHY as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 12,992 shares of State Street SPDR Portfolio High Yield Bond ETF worth $308K as of Q4 2025.
Vantage Financial Partners (Wisconsin) bought 366 State Street SPDR Portfolio High Yield Bond ETF shares in Q4 2025, an estimated $8.68K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.06% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #161 holding.
Vantage Financial Partners (Wisconsin) first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2023 and has held it in 9 quarters since.
Vantage Financial Partners (Wisconsin)'s State Street SPDR Portfolio High Yield Bond ETF position peaked at $936K in Q4 2023.
534 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.