Burk Holdings’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Burk Holdings’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	–	Sell	-4	Closed	-$93	–	684
2026 Q1	$93	Buy	+4	New	+$94	﹤0.01%	673

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

Burk Holdings's SPHY Position: Q2 2026 in Review

Burk Holdings sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2026, closing a stake of 4 shares — an estimated $93 sold.

Burk Holdings first reported a position in SPHY in Q1 2026 and held it in 1 quarter. The position peaked at $93 in Q1 2026. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Burk Holdings reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2026 after selling out during the quarter.
Burk Holdings sold 4 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $93.
Burk Holdings first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2026 and held it in 1 quarter.
Burk Holdings's State Street SPDR Portfolio High Yield Bond ETF position peaked at $93 in Q1 2026.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.