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

Creative Planning’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 Q1	$111M	Buy	4,739,179 +4,648,722	+5,139%	+$110M	0.08%	120
2025 Q4	$2.14M	Buy	90,457 +7,274	+9%	+$172K	﹤0.01%	1682
2025 Q3	$1.99M	Buy	83,183 +13,905	+20%	+$330K	﹤0.01%	1552
2025 Q2	$1.65M	Buy	69,278 +32,408	+88%	+$754K	﹤0.01%	1471
2025 Q1	$864K	Sell	36,870 -2,799	-7%	-$66.1K	﹤0.01%	1832
2024 Q4	$931K	Buy	+39,669	New	+$941K	﹤0.01%	1695
2013 Q3	–	Sell	-125	Closed	-$3K	–	3341
2013 Q2	$3K	Buy	+125	New	+$3.29K	﹤0.01%	2736

Other funds holding SPHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning's SPHY Position: Q1 2026 in Review

Creative Planning increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 5,139% in Q1 2026, buying an estimated $110M and bringing the position to 4,739,179 shares worth $111M. The position accounts for 0.08% of the portfolio, ranked #120.

Creative Planning first reported a position in SPHY in Q2 2013 and has held it in 7 quarters since. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

Creative Planning held 4,739,179 shares of State Street SPDR Portfolio High Yield Bond ETF worth $111M as of Q1 2026.
Creative Planning bought 4,648,722 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $110M.
State Street SPDR Portfolio High Yield Bond ETF made up 0.08% of Creative Planning's portfolio in Q1 2026, its #120 holding.
Creative Planning first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2013 and has held it in 7 quarters since.
525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.