Battery Global Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Battery Global Advisors’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	$108K	Hold	4,596	–	–	0.05%	59
2026 Q1	$107K	Hold	4,596	–	–	0.06%	56
2025 Q4	$109K	Sell	4,596 -1,660	-27%	-$39.4K	0.05%	56
2025 Q3	$150K	Buy	6,256 +846	+16%	+$20.1K	0.07%	49
2025 Q2	$129K	Sell	5,410 -1,844	-25%	-$42.9K	0.06%	47
2025 Q1	$170K	Buy	7,254 +2,000	+38%	+$47.3K	0.09%	40
2024 Q4	$123K	Sell	5,254 -3,846	-42%	-$91.3K	0.07%	45
2024 Q3	$219K	Hold	9,100	–	–	0.12%	37
2024 Q2	$211K	Hold	9,100	–	–	0.14%	30
2024 Q1	$213K	Buy	+9,100	New	+$212K	0.17%	27

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

Battery Global Advisors's SPHY Position: Q2 2026 in Review

Battery Global Advisors held its State Street SPDR Portfolio High Yield Bond ETF (SPHY) position steady in Q2 2026 at 4,596 shares worth $108K. The position accounts for 0.05% of the portfolio, ranked #59.

Battery Global Advisors first reported a position in SPHY in Q1 2024 and has held it in 10 quarters since. The position peaked at $219K in Q3 2024. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Battery Global Advisors held 4,596 shares of State Street SPDR Portfolio High Yield Bond ETF worth $108K as of Q2 2026.
Battery Global Advisors left its State Street SPDR Portfolio High Yield Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio High Yield Bond ETF made up 0.05% of Battery Global Advisors's portfolio in Q2 2026, its #59 holding.
Battery Global Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2024 and has held it in 10 quarters since.
Battery Global Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $219K in Q3 2024.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Battery Global Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.