Appleton Partners’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Appleton Partners’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	$3.66M	Buy	155,989 +10,849	+7%	+$254K	0.22%	90
2026 Q1	$3.38M	Buy	145,140 +5,585	+4%	+$132K	0.24%	91
2025 Q4	$3.3M	Buy	139,555 +9,191	+7%	+$218K	0.22%	94
2025 Q3	$3.12M	Buy	130,364 +3,519	+3%	+$83.6K	0.21%	97
2025 Q2	$3.02M	Buy	126,845 +1,857	+1%	+$43.2K	0.21%	98
2025 Q1	$2.93M	Buy	124,988 +4,669	+4%	+$110K	0.23%	92
2024 Q4	$2.82M	Buy	120,319 +3,721	+3%	+$88.3K	0.21%	97
2024 Q3	$2.8M	Buy	116,598 +2,397	+2%	+$56.6K	0.21%	97
2024 Q2	$2.65M	Buy	114,201 +5,156	+5%	+$119K	0.2%	96
2024 Q1	$2.56M	Buy	109,045 +3,623	+3%	+$84.6K	0.2%	102
2023 Q4	$2.46M	Buy	+105,422	New	+$2.38M	0.2%	100

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

Appleton Partners's SPHY Position: Q2 2026 in Review

Appleton Partners increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 7.5% in Q2 2026, buying an estimated $254K and bringing the position to 155,989 shares worth $3.66M. The position accounts for 0.22% of the portfolio, ranked #90.

Appleton Partners first reported a position in SPHY in Q4 2023 and has held it in 11 quarters since. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Appleton Partners held 155,989 shares of State Street SPDR Portfolio High Yield Bond ETF worth $3.66M as of Q2 2026.
Appleton Partners bought 10,849 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $254K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.22% of Appleton Partners's portfolio in Q2 2026, its #90 holding.
Appleton Partners first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2023 and has held it in 11 quarters since.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.