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Walkner Condon Financial Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Walkner Condon Financial Advisors’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
Q1 		– Sell
-8,590
Closed -$202K – 295
2024
Q4 		$202K Sell
8,590
-1,017
-11% -$24.1K 0.04% 270
2024
Q3 		$231K Sell
9,607
-240
-2% -$5.66K 0.05% 248
2024
Q2 		$229K Buy
9,847
+302
+3% +$7K 0.05% 230
2024
Q1 		$224K Buy
9,545
+175
+2% +$4.08K 0.05% 249
2023
Q4 		$219K Buy
+9,370
New +$212K 0.05% 245

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 $501B AUM 22.01% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return