Cumberland Partners’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Cumberland Partners’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	$874K	Buy	37,291 +2,695	+8%	+$63.1K	0.06%	129
2026 Q1	$807K	Buy	34,596 +1,690	+5%	+$39.9K	0.06%	136
2025 Q4	$779K	Buy	32,906 +22,030	+203%	+$522K	0.05%	145
2025 Q3	$260K	Buy	10,876 +466	+4%	+$11.1K	0.02%	159
2025 Q2	$248K	Buy	+10,410	New	+$242K	0.02%	167
2020 Q1	–	Sell	-48,500	Closed	-$1.28M	–	177
2019 Q4	$1.28M	Buy	48,500 +21,800	+82%	+$568K	0.11%	104
2019 Q3	$699K	Buy	+26,700	New	+$696K	0.07%	117

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

Cumberland Partners's SPHY Position: Q2 2026 in Review

Cumberland Partners increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 7.8% in Q2 2026, buying an estimated $63.1K and bringing the position to 37,291 shares worth $874K. The position accounts for 0.06% of the portfolio, ranked #129.

Cumberland Partners first reported a position in SPHY in Q3 2019 and has held it in 7 quarters since. The position peaked at $1.28M in Q4 2019. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Cumberland Partners held 37,291 shares of State Street SPDR Portfolio High Yield Bond ETF worth $874K as of Q2 2026.
Cumberland Partners bought 2,695 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $63.1K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.06% of Cumberland Partners's portfolio in Q2 2026, its #129 holding.
Cumberland Partners first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2019 and has held it in 7 quarters since.
Cumberland Partners's State Street SPDR Portfolio High Yield Bond ETF position peaked at $1.28M in Q4 2019.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.