Action Point Financial Planning’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Action Point Financial Planning’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 Q2	$425K	Buy	+18,113	New	+$424K	0.04%	289

Other funds holding SPHY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

EMPI

Elo Mutual Pension Insurance Espoo, Finland $7.77B AUM 35.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Action Point Financial Planning's SPHY Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2026: 18,113 shares worth $425K. The stake represents 0.04% of the portfolio and ranks #289 among its holdings.

555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Action Point Financial Planning held 18,113 shares of State Street SPDR Portfolio High Yield Bond ETF worth $425K as of Q2 2026.
State Street SPDR Portfolio High Yield Bond ETF was a new Action Point Financial Planning position in Q2 2026.
State Street SPDR Portfolio High Yield Bond ETF made up 0.04% of Action Point Financial Planning's portfolio in Q2 2026, its #289 holding.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.