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Whipplewood Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Whipplewood 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
Q3 		– Sell
-1,663
Closed -$39.6K – 1033
2025
Q2 		$39.6K Buy
1,663
+1,635
+5,839% +$38K 0.02% 361
2025
Q1 		$37.7K Sell
28
-1,579
-98% -$37.3K 0.02% 349
2024
Q4 		$37.7K Buy
+1,607
New +$38.1K 0.02% 347

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Whipplewood Advisors's SPHY Position: Q3 2025 in Review

Whipplewood Advisors sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q3 2025, closing a stake of 1,663 shares — an estimated $39.6K sold.

Whipplewood Advisors first reported a position in SPHY in Q4 2024 and held it in 3 quarters. The position peaked at $39.6K in Q2 2025. 478 funds tracked by Wall St. Rank hold SPHY as of Q3 2025.

  • Whipplewood Advisors reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 1,663 State Street SPDR Portfolio High Yield Bond ETF shares in Q3 2025, an estimated $39.6K.
  • Whipplewood Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $39.6K in Q2 2025.
  • 478 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.