Corient Private Wealth
SPHY icon

Corient Private Wealth’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Corient Private Wealth’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 		$354K Sell
15,093
-17,889
-54% -$419K ﹤0.01% 2453
2026
Q1 		$409K Buy
32,982
+15,655
+90% +$369K ﹤0.01% 2135
2025
Q4 		$410K Buy
17,327
+1,289
+8% +$30.6K ﹤0.01% 1973
2025
Q3 		$384K Buy
+16,038
New +$381K ﹤0.01% 1967
2025
Q2 		– Sell
-14,044
Closed -$329K – 2527
2025
Q1 		$329K Buy
+14,044
New +$332K ﹤0.01% 1809

Other funds holding SPHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Neuberger Berman Group
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

Corient Private Wealth's SPHY Position: Q2 2026 in Review

Corient Private Wealth reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 54% in Q2 2026, selling an estimated $419K and leaving 15,093 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #2453.

Corient Private Wealth first reported a position in SPHY in Q1 2025 and has held it in 5 quarters since. The position peaked at $410K in Q4 2025. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Corient Private Wealth held 15,093 shares of State Street SPDR Portfolio High Yield Bond ETF worth $354K as of Q2 2026.
  • Corient Private Wealth sold 17,889 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $419K.
  • State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2453 holding.
  • Corient Private Wealth first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Corient Private Wealth's State Street SPDR Portfolio High Yield Bond ETF position peaked at $410K in Q4 2025.
  • 558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.