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

BOK Financial 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 		$51.8K Sell
2,209
-19
-0.9% -$445 ﹤0.01% 278
2026
Q1 		$52K Sell
2,228
-13
-0.6% -$307 ﹤0.01% 265
2025
Q4 		$53K Buy
2,241
+70
+3% +$1.66K ﹤0.01% 278
2025
Q3 		$52K Sell
2,171
-1,232
-36% -$29.3K ﹤0.01% 251
2025
Q2 		$81K Buy
3,403
+26
+0.8% +$605 0.01% 221
2025
Q1 		$79.1K Sell
3,377
-146
-4% -$3.45K 0.01% 224
2024
Q4 		$82.7K Sell
3,523
-1,515
-30% -$35.9K 0.01% 225
2024
Q3 		$121K Sell
5,038
-1,971
-28% -$46.5K 0.01% 198
2024
Q2 		$163K Buy
7,009
+667
+11% +$15.5K 0.01% 177
2024
Q1 		$149K Buy
6,342
+2,390
+60% +$55.8K 0.01% 183
2023
Q4 		$92.4K Buy
3,952
+1,159
+41% +$26.2K 0.01% 203
2023
Q3 		$62.6K Buy
2,793
+606
+28% +$13.8K 0.01% 214
2023
Q2 		$50K Buy
2,187
+499
+30% +$11.3K ﹤0.01% 227
2023
Q1 		$38.8K Buy
1,688
+191
+13% +$4.35K ﹤0.01% 257
2022
Q4 		$33.4K Buy
1,497
+349
+30% +$7.81K ﹤0.01% 264
2022
Q3 		$25K Buy
+1,148
New +$26.4K ﹤0.01% 293

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

BOK Financial Private Wealth's SPHY Position: Q2 2026 in Review

BOK Financial Private Wealth reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 0.85% in Q2 2026, selling an estimated $445 and leaving 2,209 shares worth $51.8K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

BOK Financial Private Wealth first reported a position in SPHY in Q3 2022 and has held it in 16 quarters since. The position peaked at $163K in Q2 2024. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • BOK Financial Private Wealth held 2,209 shares of State Street SPDR Portfolio High Yield Bond ETF worth $51.8K as of Q2 2026.
  • BOK Financial Private Wealth sold 19 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $445.
  • State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #278 holding.
  • BOK Financial Private Wealth first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • BOK Financial Private Wealth's State Street SPDR Portfolio High Yield Bond ETF position peaked at $163K in Q2 2024.
  • 558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

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