Cary Street Partners’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Cary Street Partners’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	$2.76M	Sell	117,546 -3,598	-3%	-$84.3K	0.06%	299
2026 Q1	$2.83M	Buy	121,144 +7,624	+7%	+$180K	0.07%	267
2025 Q4	$2.69M	Sell	113,520 -8,563	-7%	-$203K	0.07%	284
2025 Q3	$2.92M	Buy	122,083 +11,154	+10%	+$265K	0.08%	260
2025 Q2	$2.64M	Buy	110,929 +10,280	+10%	+$239K	0.07%	271
2025 Q1	$2.36M	Buy	100,649 +14,360	+17%	+$339K	0.07%	259
2024 Q4	$2.03M	Buy	+86,289	New	+$2.05M	0.07%	266

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

Cary Street Partners's SPHY Position: Q2 2026 in Review

Cary Street Partners reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 3% in Q2 2026, selling an estimated $84.3K and leaving 117,546 shares worth $2.76M. The position accounts for 0.06% of the portfolio, ranked #299.

Cary Street Partners first reported a position in SPHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.92M in Q3 2025. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Cary Street Partners held 117,546 shares of State Street SPDR Portfolio High Yield Bond ETF worth $2.76M as of Q2 2026.
Cary Street Partners sold 3,598 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $84.3K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.06% of Cary Street Partners's portfolio in Q2 2026, its #299 holding.
Cary Street Partners first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's State Street SPDR Portfolio High Yield Bond ETF position peaked at $2.92M in Q3 2025.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.