Wealth Enhancement Advisory Services
SPHY icon

Wealth Enhancement Advisory Services’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q1 		$5.07M Sell
217,704
-29,290
-12% -$691K 0.01% 894
2025
Q4 		$5.87M Sell
246,994
-5,959
-2% -$141K 0.01% 942
2025
Q3 		$6.02M Buy
252,953
+14,716
+6% +$349K 0.01% 861
2025
Q2 		$5.64M Buy
238,237
+5,538
+2% +$129K 0.01% 850
2025
Q1 		$5.45M Buy
232,699
+11,887
+5% +$281K 0.01% 801
2024
Q4 		$5.18M Buy
220,812
+132,166
+149% +$3.14M 0.01% 787
2024
Q3 		$2.13M Buy
88,646
+9,284
+12% +$219K ﹤0.01% 1012
2024
Q2 		$1.84M Buy
79,362
+8,174
+11% +$189K ﹤0.01% 1017
2024
Q1 		$1.67M Sell
71,188
-16,242
-19% -$379K ﹤0.01% 1016
2023
Q4 		$2.04M Buy
+87,430
New +$1.98M 0.01% 885

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return