Blue Trust Inc’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Blue Trust 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	$18.1K	Buy	772 +521	+208%	+$12.2K	﹤0.01%	1700
2026 Q1	$5.85K	Sell	251 -227	-47%	-$5.36K	﹤0.01%	1960
2025 Q4	$11.3K	Buy	478 +27	+6%	+$640	﹤0.01%	1831
2025 Q3	$10.8K	Sell	451 -187	-29%	-$4.44K	﹤0.01%	1843
2025 Q2	$15.2K	Buy	638 +229	+56%	+$5.33K	﹤0.01%	1772
2025 Q1	$9.58K	Buy	+409	New	+$9.66K	﹤0.01%	1912

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

Blue Trust Inc's SPHY Position: Q2 2026 in Review

Blue Trust Inc increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 208% in Q2 2026, buying an estimated $12.2K and bringing the position to 772 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

Blue Trust Inc first reported a position in SPHY in Q1 2025 and has held it in 6 quarters since. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Blue Trust Inc held 772 shares of State Street SPDR Portfolio High Yield Bond ETF worth $18.1K as of Q2 2026.
Blue Trust Inc bought 521 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $12.2K.
State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1700 holding.
Blue Trust Inc first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2025 and has held it in 6 quarters since.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.