Brookstone Capital Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Brookstone Capital Management’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	$2.82M	Buy	120,399 +20,943	+21%	+$491K	0.03%	429
2026 Q1	$2.32M	Buy	99,456 +17,007	+21%	+$401K	0.03%	436
2025 Q4	$1.95M	Sell	82,449 -4,780	-5%	-$113K	0.02%	458
2025 Q3	$2.09M	Sell	87,229 -26,158	-23%	-$621K	0.02%	435
2025 Q2	$2.7M	Sell	113,387 -4,937	-4%	-$115K	0.04%	369
2025 Q1	$2.77M	Buy	118,324 +3,672	+3%	+$86.8K	0.04%	352
2024 Q4	$2.69M	Buy	114,652 +19,862	+21%	+$471K	0.04%	335
2024 Q3	$2.28M	Buy	94,790 +8,395	+10%	+$198K	0.03%	358
2024 Q2	$2.03M	Buy	86,395 +26,638	+45%	+$617K	0.03%	365
2024 Q1	$1.4M	Buy	59,757 +2,387	+4%	+$55.7K	0.03%	416
2023 Q4	$1.34M	Buy	+57,370	New	+$1.3M	0.03%	401

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

Brookstone Capital Management's SPHY Position: Q2 2026 in Review

Brookstone Capital Management increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 21% in Q2 2026, buying an estimated $491K and bringing the position to 120,399 shares worth $2.82M. The position accounts for 0.03% of the portfolio, ranked #429.

Brookstone Capital Management first reported a position in SPHY in Q4 2023 and has held it in 11 quarters since. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Brookstone Capital Management held 120,399 shares of State Street SPDR Portfolio High Yield Bond ETF worth $2.82M as of Q2 2026.
Brookstone Capital Management bought 20,943 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $491K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.03% of Brookstone Capital Management's portfolio in Q2 2026, its #429 holding.
Brookstone Capital Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2023 and has held it in 11 quarters since.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.