AMG National Trust Bank
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AMG National Trust Bank’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

AMG National Trust Bank’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 		– Sell
-8,735
Closed -$204K – 496
2026
Q1 		$204K Hold
8,735
– – ﹤0.01% 470
2025
Q4 		$207K Buy
+8,735
New +$207K ﹤0.01% 439

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Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance Espoo, Finland $7.77B AUM 35.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

AMG National Trust Bank's SPHY Position: Q2 2026 in Review

AMG National Trust Bank sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2026, closing a stake of 8,735 shares — an estimated $204K sold.

AMG National Trust Bank first reported a position in SPHY in Q4 2025 and held it in 2 quarters. The position peaked at $207K in Q4 2025. 559 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • AMG National Trust Bank reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2026 after selling out during the quarter.
  • AMG National Trust Bank sold 8,735 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $204K.
  • AMG National Trust Bank first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2025 and held it in 2 quarters.
  • AMG National Trust Bank's State Street SPDR Portfolio High Yield Bond ETF position peaked at $207K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.