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

Cornerstone Planning 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	$8.81K	Buy	378 +71	+23%	+$1.66K	﹤0.01%	928
2026 Q1	$7.17K	Sell	307 -65	-17%	-$1.53K	﹤0.01%	1002
2025 Q4	$8.86K	Sell	372 -5,542	-94%	-$131K	﹤0.01%	836
2025 Q3	$200K	Buy	+5,914	New	+$140K	0.03%	136
2025 Q2	–	Sell	-37	Closed	-$855	–	1678
2025 Q1	$855	Buy	+37	New	+$874	﹤0.01%	1167
2024 Q4	–	Hold	0	–	–	–	1397
2024 Q3	–	Sell	-372	Closed	-$8.78K	–	1297
2024 Q2	$8.6K	Buy	+372	New	+$8.62K	﹤0.01%	475

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

Cornerstone Planning Group's SPHY Position: Q2 2026 in Review

Cornerstone Planning Group increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 23% in Q2 2026, buying an estimated $1.66K and bringing the position to 378 shares worth $8.81K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Cornerstone Planning Group first reported a position in SPHY in Q2 2024 and has held it in 6 quarters since. The position peaked at $200K in Q3 2025. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Cornerstone Planning Group held 378 shares of State Street SPDR Portfolio High Yield Bond ETF worth $8.81K as of Q2 2026.
Cornerstone Planning Group bought 71 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $1.66K.
State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #928 holding.
Cornerstone Planning Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2024 and has held it in 6 quarters since.
Cornerstone Planning Group's State Street SPDR Portfolio High Yield Bond ETF position peaked at $200K in Q3 2025.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.