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Washington Trust’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Washington Trust’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
Q2 		– Sell
-4,277
Closed -$100K – 652
2025
Q1 		$100K Buy
4,277
+2,174
+103% +$51.4K ﹤0.01% 323
2024
Q4 		$49.4K Buy
2,103
+919
+78% +$21.8K ﹤0.01% 443
2024
Q3 		$28.5K Hold
1,184
– – ﹤0.01% 536
2024
Q2 		$27.5K Hold
1,184
– – ﹤0.01% 534
2024
Q1 		$27.8K Hold
1,184
– – ﹤0.01% 534
2023
Q4 		$27.7K Hold
1,184
– – ﹤0.01% 508
2023
Q3 		$26.5K Hold
1,184
– – ﹤0.01% 492
2023
Q2 		$27K Hold
1,184
– – ﹤0.01% 514
2023
Q1 		$27.2K Hold
1,184
– – ﹤0.01% 514
2022
Q4 		$26.5K Buy
+1,184
New +$26.5K ﹤0.01% 509

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
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 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
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
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Washington Trust's SPHY Position: Q2 2025 in Review

Washington Trust sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2025, closing a stake of 4,277 shares — an estimated $100K sold.

Washington Trust first reported a position in SPHY in Q4 2022 and held it in 10 quarters. The position peaked at $100K in Q1 2025. 452 funds tracked by Wall St. Rank hold SPHY as of Q2 2025.

  • Washington Trust reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Washington Trust sold 4,277 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2025, an estimated $100K.
  • Washington Trust first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2022 and held it in 10 quarters.
  • Washington Trust's State Street SPDR Portfolio High Yield Bond ETF position peaked at $100K in Q1 2025.
  • 452 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.