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 Q1	$204K	Hold	8,735	–	–	﹤0.01%	470
2025 Q4	$207K	Buy	+8,735	New	+$207K	﹤0.01%	439

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

AMG National Trust Bank's SPHY Position: Q1 2026 in Review

AMG National Trust Bank held its State Street SPDR Portfolio High Yield Bond ETF (SPHY) position steady in Q1 2026 at 8,735 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

AMG National Trust Bank first reported a position in SPHY in Q4 2025 and has held it in 2 quarters since. The position peaked at $207K in Q4 2025. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

AMG National Trust Bank held 8,735 shares of State Street SPDR Portfolio High Yield Bond ETF worth $204K as of Q1 2026.
AMG National Trust Bank left its State Street SPDR Portfolio High Yield Bond ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of AMG National Trust Bank's portfolio in Q1 2026, its #470 holding.
AMG National Trust Bank first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2025 and has held it in 2 quarters since.
AMG National Trust Bank's State Street SPDR Portfolio High Yield Bond ETF position peaked at $207K in Q4 2025.
525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on AMG National Trust Bank's 13F filing for Q1 2026, filed 4 May 2026.