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

Capital Investment 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 		$1.01M Buy
42,920
+1,594
+4% +$37.3K 0.31% 58
2026
Q1 		$964K Buy
41,326
+5,185
+14% +$122K 0.33% 59
2025
Q4 		$855K Buy
+36,141
New +$857K 0.3% 61

Other funds holding SPHY

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $219M AUM 20.01% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
AAMC
Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return
CMP
Christine Messmer PC Collegeville, Pennsylvania $177M AUM
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Capital Investment Management increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 3.9% in Q2 2026, buying an estimated $37.3K and bringing the position to 42,920 shares worth $1.01M. The position accounts for 0.31% of the portfolio, ranked #58.

Capital Investment Management first reported a position in SPHY in Q4 2025 and has held it in 3 quarters since. 152 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Capital Investment Management held 42,920 shares of State Street SPDR Portfolio High Yield Bond ETF worth $1.01M as of Q2 2026.
  • Capital Investment Management bought 1,594 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $37.3K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.31% of Capital Investment Management's portfolio in Q2 2026, its #58 holding.
  • Capital Investment Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 152 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Capital Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.