Caitlin John’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Caitlin John’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	$2.5M	Sell	106,827 -137,369	-56%	-$3.22M	1.37%	12
2026 Q1	$5.69M	Buy	244,196 +63,533	+35%	+$1.5M	3.42%	5
2025 Q4	$4.28M	Buy	180,663 +177,165	+5,065%	+$4.2M	2.8%	4
2025 Q3	$83.7K	Buy	+3,498	New	+$83.1K	0.06%	205
2025 Q2	–	Sell	-146,241	Closed	-$3.42M	–	163
2025 Q1	$3.42M	Buy	146,241 +53,198	+57%	+$1.26M	3.36%	7
2024 Q4	$2.18M	Sell	93,043 -10,349	-10%	-$246K	1.44%	13
2024 Q3	$2.46M	Buy	103,392 +26,303	+34%	+$621K	1.53%	11
2024 Q2	$1.79M	Buy	77,089 +2,878	+4%	+$66.7K	1.29%	14
2024 Q1	$1.74M	Buy	+74,211	New	+$1.73M	1.3%	12

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

Caitlin John's SPHY Position: Q2 2026 in Review

Caitlin John reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 56% in Q2 2026, selling an estimated $3.22M and leaving 106,827 shares worth $2.5M. The position accounts for 1.37% of the portfolio, ranked #12.

Caitlin John first reported a position in SPHY in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.69M in Q1 2026. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Caitlin John held 106,827 shares of State Street SPDR Portfolio High Yield Bond ETF worth $2.5M as of Q2 2026.
Caitlin John sold 137,369 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $3.22M.
State Street SPDR Portfolio High Yield Bond ETF made up 1.37% of Caitlin John's portfolio in Q2 2026, its #12 holding.
Caitlin John first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2024 and has held it in 9 quarters since.
Caitlin John's State Street SPDR Portfolio High Yield Bond ETF position peaked at $5.69M in Q1 2026.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.