Wealth Group’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Wealth Group’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	-31,074	Closed	-$728K	–	144
2025 Q1	$728K	Buy	31,074 +5,357	+21%	+$127K	0.47%	48
2024 Q4	$604K	Buy	25,717 +4,319	+20%	+$102K	0.39%	59
2024 Q3	$515K	Buy	21,398 +4,259	+25%	+$101K	0.35%	69
2024 Q2	$398K	Buy	17,139 +3,692	+27%	+$85.5K	0.29%	84
2024 Q1	$315K	Buy	+13,447	New	+$314K	0.24%	111

Other funds holding SPHY

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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wealth Group's SPHY Position: Q2 2025 in Review

Wealth Group sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2025, closing a stake of 31,074 shares — an estimated $728K sold.

Wealth Group first reported a position in SPHY in Q1 2024 and held it in 5 quarters. The position peaked at $728K in Q1 2025. 452 funds tracked by Wall St. Rank hold SPHY as of Q2 2025.

Wealth Group reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
Wealth Group sold 31,074 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2025, an estimated $728K.
Wealth Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2024 and held it in 5 quarters.
Wealth Group's State Street SPDR Portfolio High Yield Bond ETF position peaked at $728K 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 Wealth Group's 13F filing for Q2 2025, filed 19 Aug 2025.