Arvest Investments’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Arvest Investments’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	$5.68M	Buy	242,141 +29,530	+14%	+$692K	0.69%	41
2026 Q1	$4.96M	Buy	212,611 +23,573	+12%	+$556K	0.68%	39
2025 Q4	$4.47M	Buy	189,038 +21,101	+13%	+$500K	0.63%	40
2025 Q3	$4.02M	Buy	167,937 +12,186	+8%	+$289K	0.58%	41
2025 Q2	$3.71M	Buy	155,751 +5,393	+4%	+$126K	0.56%	43
2025 Q1	$3.52M	Buy	150,358 +15,630	+12%	+$369K	0.56%	40
2024 Q4	$3.16M	Buy	134,728 +7,216	+6%	+$171K	0.51%	41
2024 Q3	$3.07M	Sell	127,512 -3,685	-3%	-$87K	0.46%	46
2024 Q2	$3.05M	Buy	131,197 +12,665	+11%	+$293K	0.49%	45
2024 Q1	$2.78M	Buy	118,532 +9,983	+9%	+$233K	0.44%	46
2023 Q4	$2.54M	Buy	+108,549	New	+$2.45M	0.41%	51

Other funds holding SPHY

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Cornerstone Enterprises Appleton, Wisconsin $219M AUM 20.01% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ISB

Iowa State Bank Urbandale, Iowa $598M AUM 26.27% 1-Year Est. Return

Arvest Investments's SPHY Position: Q2 2026 in Review

Arvest Investments increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 14% in Q2 2026, buying an estimated $692K and bringing the position to 242,141 shares worth $5.68M. The position accounts for 0.69% of the portfolio, ranked #41.

Arvest Investments first reported a position in SPHY in Q4 2023 and has held it in 11 quarters since. 246 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Arvest Investments held 242,141 shares of State Street SPDR Portfolio High Yield Bond ETF worth $5.68M as of Q2 2026.
Arvest Investments bought 29,530 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $692K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.69% of Arvest Investments's portfolio in Q2 2026, its #41 holding.
Arvest Investments first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2023 and has held it in 11 quarters since.
246 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.