CX Institutional’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

CX Institutional’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	$76K	Sell	3,257 -957	-23%	-$22.4K	﹤0.01%	913
2026 Q1	$98K	Buy	4,214 +49	+1%	+$1.16K	﹤0.01%	855
2025 Q4	$99K	Sell	4,165 -2,152	-34%	-$51K	﹤0.01%	855
2025 Q3	$151K	Buy	+6,317	New	+$150K	﹤0.01%	761
2022 Q4	–	Sell	-14,572	Closed	-$318K	–	567
2022 Q3	$318K	Sell	14,572 -10,345	-42%	-$238K	0.02%	386
2022 Q2	$559K	Buy	+24,917	New	+$592K	0.04%	322

Other funds holding SPHY

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

AAMC

Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

HFS

Horizon Financial Services Winston Salem, North Carolina $261M AUM 16.81% 1-Year Est. Return

FAP

Financial Advisory Partners Winter Park, Florida $383M AUM 14.9% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

CX Institutional's SPHY Position: Q2 2026 in Review

CX Institutional reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 23% in Q2 2026, selling an estimated $22.4K and leaving 3,257 shares worth $76K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

CX Institutional first reported a position in SPHY in Q2 2022 and has held it in 6 quarters since. The position peaked at $559K in Q2 2022. 122 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

CX Institutional held 3,257 shares of State Street SPDR Portfolio High Yield Bond ETF worth $76K as of Q2 2026.
CX Institutional sold 957 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $22.4K.
State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #913 holding.
CX Institutional first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2022 and has held it in 6 quarters since.
CX Institutional's State Street SPDR Portfolio High Yield Bond ETF position peaked at $559K in Q2 2022.
122 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.