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 Q3	$24K	Sell	1,066 -2,191	-67%	-$50.8K	﹤0.01%	1191
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

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Cornerstone Enterprises Appleton, Wisconsin $171M AUM 14.17% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return

Financial Futures Brielle, New Jersey $270M AUM 12.01% 1-Year Est. Return

CX Institutional's SPHY Position: Q3 2026 in Review

CX Institutional reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 67% in Q3 2026, selling an estimated $50.8K and leaving 1,066 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #1191.

CX Institutional first reported a position in SPHY in Q2 2022 and has held it in 7 quarters since. The position peaked at $559K in Q2 2022. 142 funds tracked by Wall St. Rank hold SPHY as of Q3 2026.

CX Institutional held 1,066 shares of State Street SPDR Portfolio High Yield Bond ETF worth $24K as of Q3 2026.
CX Institutional sold 2,191 State Street SPDR Portfolio High Yield Bond ETF shares in Q3 2026, an estimated $50.8K.
State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1191 holding.
CX Institutional first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2022 and has held it in 7 quarters since.
CX Institutional's State Street SPDR Portfolio High Yield Bond ETF position peaked at $559K in Q2 2022.
142 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.