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

Atomi Financial 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 Q2	$3.27M	Buy	139,317 +3,064	+2%	+$71.8K	0.09%	180
2026 Q1	$3.18M	Sell	136,253 -25,544	-16%	-$603K	0.1%	165
2025 Q4	$3.83M	Sell	161,797 -91,674	-36%	-$2.17M	0.11%	142
2025 Q3	$6.07M	Buy	253,471 +65,796	+35%	+$1.56M	0.2%	92
2025 Q2	$4.47M	Buy	187,675 +41,516	+28%	+$966K	0.17%	100
2025 Q1	$3.42M	Buy	146,159 +12,494	+9%	+$295K	0.16%	107
2024 Q4	$3.14M	Buy	133,665 +24,166	+22%	+$573K	0.16%	105
2024 Q3	$2.63M	Buy	109,499 +35,774	+49%	+$844K	0.16%	104
2024 Q2	$1.71M	Buy	73,725 +50,735	+221%	+$1.18M	0.13%	132
2024 Q1	$539K	Buy	+22,990	New	+$537K	0.05%	326

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

Atomi Financial Group's SPHY Position: Q2 2026 in Review

Atomi Financial Group increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 2.2% in Q2 2026, buying an estimated $71.8K and bringing the position to 139,317 shares worth $3.27M. The position accounts for 0.09% of the portfolio, ranked #180.

Atomi Financial Group first reported a position in SPHY in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.07M in Q3 2025. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Atomi Financial Group held 139,317 shares of State Street SPDR Portfolio High Yield Bond ETF worth $3.27M as of Q2 2026.
Atomi Financial Group bought 3,064 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $71.8K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.09% of Atomi Financial Group's portfolio in Q2 2026, its #180 holding.
Atomi Financial Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2024 and has held it in 10 quarters since.
Atomi Financial Group's State Street SPDR Portfolio High Yield Bond ETF position peaked at $6.07M in Q3 2025.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.