Ballast Rock Private Wealth’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Ballast Rock Private Wealth’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	$394K	Buy	16,824 +293	+2%	+$6.87K	0.18%	127
2026 Q1	$385K	Buy	16,531 +225	+1%	+$5.31K	0.21%	117
2025 Q4	$386K	Buy	+16,306	New	+$387K	0.24%	115

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

Ballast Rock Private Wealth's SPHY Position: Q2 2026 in Review

Ballast Rock Private Wealth increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 1.8% in Q2 2026, buying an estimated $6.87K and bringing the position to 16,824 shares worth $394K. The position accounts for 0.18% of the portfolio, ranked #127.

Ballast Rock Private Wealth first reported a position in SPHY in Q4 2025 and has held it in 3 quarters since. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Ballast Rock Private Wealth held 16,824 shares of State Street SPDR Portfolio High Yield Bond ETF worth $394K as of Q2 2026.
Ballast Rock Private Wealth bought 293 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $6.87K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.18% of Ballast Rock Private Wealth's portfolio in Q2 2026, its #127 holding.
Ballast Rock Private Wealth first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Ballast Rock Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.