BEI
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Benjamin Edwards Inc’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Benjamin Edwards Inc’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 		$47.9M Buy
2,042,877
+534,505
+35% +$12.5M 0.44% 55
2026
Q1 		$35.2M Buy
1,508,372
+315,416
+26% +$7.44M 0.35% 88
2025
Q4 		$28.2M Buy
1,192,956
+87,374
+8% +$2.07M 0.31% 92
2025
Q3 		$26.5M Buy
1,105,582
+88,067
+9% +$2.09M 0.3% 88
2025
Q2 		$24.2M Sell
1,017,515
-1,229,880
-55% -$28.6M 0.31% 85
2025
Q1 		$52.6M Buy
2,247,395
+261,571
+13% +$6.18M 0.74% 33
2024
Q4 		$46.6M Buy
1,985,824
+123,861
+7% +$2.94M 0.67% 30
2024
Q3 		$44.8M Buy
1,861,963
+1,854,112
+23,616% +$43.8M 0.65% 36
2024
Q2 		$182K Buy
7,851
+591
+8% +$13.7K 0.04% 350
2024
Q1 		$170K Sell
7,260
-406
-5% -$9.48K 0.03% 360
2023
Q4 		$179K Buy
7,666
+425
+6% +$9.6K 0.04% 338
2023
Q3 		$162K Buy
7,241
+3,824
+112% +$86.9K 0.04% 318
2023
Q2 		$78K Sell
3,417
-89
-3% -$2.02K 0.02% 421
2023
Q1 		$81K Buy
3,506
+2,076
+145% +$47.3K 0.02% 395
2022
Q4 		$32K Buy
+1,430
New +$32K 0.01% 455
2022
Q2 		– Sell
-10,594
Closed -$266K – 744
2022
Q1 		$266K Buy
10,594
+3,799
+56% +$97.1K 0.08% 241
2021
Q4 		$181K Buy
6,795
+2,667
+65% +$70.7K 0.06% 274
2021
Q3 		$111K Buy
+4,128
New +$111K 0.07% 222

Other funds holding SPHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Neuberger Berman Group
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

Benjamin Edwards Inc's SPHY Position: Q2 2026 in Review

Benjamin Edwards Inc increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 35% in Q2 2026, buying an estimated $12.5M and bringing the position to 2,042,877 shares worth $47.9M. The position accounts for 0.44% of the portfolio, ranked #55.

Benjamin Edwards Inc first reported a position in SPHY in Q3 2021 and has held it in 18 quarters since. The position peaked at $52.6M in Q1 2025. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Benjamin Edwards Inc held 2,042,877 shares of State Street SPDR Portfolio High Yield Bond ETF worth $47.9M as of Q2 2026.
  • Benjamin Edwards Inc bought 534,505 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $12.5M.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.44% of Benjamin Edwards Inc's portfolio in Q2 2026, its #55 holding.
  • Benjamin Edwards Inc first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2021 and has held it in 18 quarters since.
  • Benjamin Edwards Inc's State Street SPDR Portfolio High Yield Bond ETF position peaked at $52.6M in Q1 2025.
  • 557 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.