Commonwealth Equity Services’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Commonwealth Equity Services’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	$2.31M	Sell	98,393 -5,188	-5%	-$122K	﹤0.01%	1982
2026 Q1	$2.42M	Sell	103,581 -146,178	-59%	-$3.45M	﹤0.01%	1844
2025 Q4	$5.91M	Sell	249,759 -34,543	-12%	-$819K	0.01%	1198
2025 Q3	$6.81M	Buy	284,302 +153,035	+117%	+$3.63M	0.01%	1132
2025 Q2	$3.12M	Buy	131,267 +13,886	+12%	+$323K	﹤0.01%	1665
2025 Q1	$2.75M	Buy	117,381 +17,144	+17%	+$405K	﹤0.01%	1689
2024 Q4	$2.35M	Buy	100,237 +41,044	+69%	+$974K	﹤0.01%	1750
2024 Q3	$1.42M	Sell	59,193 -50,861	-46%	-$1.2M	﹤0.01%	2062
2024 Q2	$2.56M	Sell	110,054 -10,781	-9%	-$250K	﹤0.01%	1623
2024 Q1	$2.83M	Sell	120,835 -116,361	-49%	-$2.72M	﹤0.01%	1533
2023 Q4	$5.55M	Sell	237,196 -296,917	-56%	-$6.71M	0.01%	1044
2023 Q3	$12M	Buy	534,113 +375,963	+238%	+$8.54M	0.02%	606
2023 Q2	$3.61M	Buy	158,150 +78,207	+98%	+$1.77M	0.01%	1235
2023 Q1	$1.84M	Buy	79,943 +15,546	+24%	+$354K	﹤0.01%	1614
2022 Q4	$1.44M	Buy	64,397 +9,497	+17%	+$213K	﹤0.01%	1714
2022 Q3	$1.2M	Buy	54,900 +43,040	+363%	+$990K	﹤0.01%	1771
2022 Q2	$266K	Buy	+11,860	New	+$282K	﹤0.01%	2946

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

Commonwealth Equity Services's SPHY Position: Q2 2026 in Review

Commonwealth Equity Services reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 5% in Q2 2026, selling an estimated $122K and leaving 98,393 shares worth $2.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1982.

Commonwealth Equity Services first reported a position in SPHY in Q2 2022 and has held it in 17 quarters since. The position peaked at $12M in Q3 2023. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Commonwealth Equity Services held 98,393 shares of State Street SPDR Portfolio High Yield Bond ETF worth $2.31M as of Q2 2026.
Commonwealth Equity Services sold 5,188 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $122K.
State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1982 holding.
Commonwealth Equity Services first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2022 and has held it in 17 quarters since.
Commonwealth Equity Services's State Street SPDR Portfolio High Yield Bond ETF position peaked at $12M in Q3 2023.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.