Chapman Financial Group’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Chapman Financial 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 Q2	$54.1K	Buy	2,309 +8	+0.3%	+$187	0.04%	186
2026 Q1	$53.7K	Buy	2,301 +4	+0.2%	+$94	0.04%	182
2025 Q4	$54.4K	Sell	2,297 -1,490	-39%	-$35.3K	0.04%	178
2025 Q3	$90.7K	Buy	3,787 +7	+0.2%	+$166	0.06%	159
2025 Q2	$90K	Buy	+3,780	New	+$88K	0.08%	126
2024 Q4	$88.4K	Buy	+3,768	New	+$89.4K	0.07%	133

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

Chapman Financial Group's SPHY Position: Q2 2026 in Review

Chapman Financial Group increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 0.35% in Q2 2026, buying an estimated $187 and bringing the position to 2,309 shares worth $54.1K. The position accounts for 0.04% of the portfolio, ranked #186.

Chapman Financial Group first reported a position in SPHY in Q4 2024 and has held it in 6 quarters since. The position peaked at $90.7K in Q3 2025. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Chapman Financial Group held 2,309 shares of State Street SPDR Portfolio High Yield Bond ETF worth $54.1K as of Q2 2026.
Chapman Financial Group bought 8 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $187.
State Street SPDR Portfolio High Yield Bond ETF made up 0.04% of Chapman Financial Group's portfolio in Q2 2026, its #186 holding.
Chapman Financial Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and has held it in 6 quarters since.
Chapman Financial Group's State Street SPDR Portfolio High Yield Bond ETF position peaked at $90.7K 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 Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.