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

AmeriFlex 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
2026 Q1	$98.8K	Sell	4,238 -6,045	-59%	-$143K	0.05%	280
2025 Q4	$243K	Sell	10,283 -8,550	-45%	-$203K	0.13%	146
2025 Q3	$451K	Buy	18,833 +16,934	+892%	+$402K	0.17%	114
2025 Q2	$45.1K	Sell	1,899 -2,191	-54%	-$51K	0.02%	400
2025 Q1	$95.8K	Buy	4,090 +13	+0.3%	+$307	0.04%	345
2024 Q4	$97K	Buy	+4,077	New	+$96.7K	0.04%	307

Other funds holding SPHY

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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B 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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

AmeriFlex Group's SPHY Position: Q1 2026 in Review

AmeriFlex Group reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 59% in Q1 2026, selling an estimated $143K and leaving 4,238 shares worth $98.8K. The position accounts for 0.05% of the portfolio, ranked #280.

AmeriFlex Group first reported a position in SPHY in Q4 2024 and has held it in 6 quarters since. The position peaked at $451K in Q3 2025. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

AmeriFlex Group held 4,238 shares of State Street SPDR Portfolio High Yield Bond ETF worth $98.8K as of Q1 2026.
AmeriFlex Group sold 6,045 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $143K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.05% of AmeriFlex Group's portfolio in Q1 2026, its #280 holding.
AmeriFlex Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's State Street SPDR Portfolio High Yield Bond ETF position peaked at $451K in Q3 2025.
525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.