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

Clean Yield 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 Q3	$105K	Sell	4,646 -1,914	-29%	-$44.4K	0.03%	197
2026 Q2	$154K	Sell	6,560 -804	-11%	-$18.8K	0.04%	166
2026 Q1	$172K	Buy	+7,364	New	+$174K	0.05%	149

Other funds holding SPHY

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

Clean Yield Group's SPHY Position: Q3 2026 in Review

Clean Yield Group reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 29% in Q3 2026, selling an estimated $44.4K and leaving 4,646 shares worth $105K. The position accounts for 0.03% of the portfolio, ranked #197.

Clean Yield Group first reported a position in SPHY in Q1 2026 and has held it in 3 quarters since. The position peaked at $172K in Q1 2026. 221 funds tracked by Wall St. Rank hold SPHY as of Q3 2026.

Clean Yield Group held 4,646 shares of State Street SPDR Portfolio High Yield Bond ETF worth $105K as of Q3 2026.
Clean Yield Group sold 1,914 State Street SPDR Portfolio High Yield Bond ETF shares in Q3 2026, an estimated $44.4K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.03% of Clean Yield Group's portfolio in Q3 2026, its #197 holding.
Clean Yield Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2026 and has held it in 3 quarters since.
Clean Yield Group's State Street SPDR Portfolio High Yield Bond ETF position peaked at $172K in Q1 2026.
221 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.