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

Box Hill 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 Q3	$211K	Sell	9,325 -848	-8%	-$19.7K	0.15%	72
2026 Q2	$238K	Buy	10,173 +104	+1%	+$2.44K	0.19%	63
2026 Q1	$235K	Sell	10,069 -1,344	-12%	-$31.7K	0.23%	59
2025 Q4	$270K	Buy	+11,413	New	+$271K	0.27%	48

Other funds holding SPHY

GPI

General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Box Hill Private Wealth's SPHY Position: Q3 2026 in Review

Box Hill Private Wealth reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 8.3% in Q3 2026, selling an estimated $19.7K and leaving 9,325 shares worth $211K. The position accounts for 0.15% of the portfolio, ranked #72.

Box Hill Private Wealth first reported a position in SPHY in Q4 2025 and has held it in 4 quarters since. The position peaked at $270K in Q4 2025. 3 funds tracked by Wall St. Rank hold SPHY as of Q3 2026.

Box Hill Private Wealth held 9,325 shares of State Street SPDR Portfolio High Yield Bond ETF worth $211K as of Q3 2026.
Box Hill Private Wealth sold 848 State Street SPDR Portfolio High Yield Bond ETF shares in Q3 2026, an estimated $19.7K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.15% of Box Hill Private Wealth's portfolio in Q3 2026, its #72 holding.
Box Hill Private Wealth first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2025 and has held it in 4 quarters since.
Box Hill Private Wealth's State Street SPDR Portfolio High Yield Bond ETF position peaked at $270K in Q4 2025.
3 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.