Bush Investment Group’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Bush Investment Group’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 Q1	$4.42M	Buy	189,715 +10,598	+6%	+$250K	2.42%	12
2025 Q4	$4.24M	Buy	179,117 +1,612	+0.9%	+$38.2K	2.37%	13
2025 Q3	$4.25M	Buy	177,505 +5,823	+3%	+$138K	2.52%	10
2025 Q2	$4.09M	Buy	171,682 +291	+0.2%	+$6.77K	2.74%	8
2025 Q1	$4.01M	Buy	171,391 +3,895	+2%	+$92K	3.02%	8
2024 Q4	$3.93M	Buy	167,496 +3,883	+2%	+$92.1K	3.07%	7
2024 Q3	$3.93M	Buy	163,613 +4,358	+3%	+$103K	3.15%	6
2024 Q2	$3.7M	Buy	+159,255	New	+$3.69M	3.18%	6

Other funds holding SPHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bush Investment Group's SPHY Position: Q1 2026 in Review

Bush Investment Group increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 5.9% in Q1 2026, buying an estimated $250K and bringing the position to 189,715 shares worth $4.42M. The position accounts for 2.42% of the portfolio, ranked #12.

Bush Investment Group first reported a position in SPHY in Q2 2024 and has held it in 8 quarters since. 526 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

Bush Investment Group held 189,715 shares of State Street SPDR Portfolio High Yield Bond ETF worth $4.42M as of Q1 2026.
Bush Investment Group bought 10,598 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $250K.
State Street SPDR Portfolio High Yield Bond ETF made up 2.42% of Bush Investment Group's portfolio in Q1 2026, its #12 holding.
Bush Investment Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2024 and has held it in 8 quarters since.
526 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Bush Investment Group's 13F filing for Q1 2026, filed 3 Aug 2026.