D.J. St. Germain’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

D.J. St. Germain’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	$5.47K	Buy	233 +4	+2%	+$94	﹤0.01%	743
2026 Q1	$5.35K	Buy	229 +2	+0.9%	+$47	﹤0.01%	731
2025 Q4	$5.37K	Buy	227 +6	+3%	+$142	﹤0.01%	725
2025 Q3	$5.3K	Buy	221 +4	+2%	+$95	﹤0.01%	712
2025 Q2	$5.17K	Buy	+217	New	+$5.05K	﹤0.01%	727
2025 Q1	–	Sell	-211	Closed	-$4.94K	–	899
2024 Q4	$4.94K	Buy	+211	New	+$5.01K	﹤0.01%	663

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

D.J. St. Germain's SPHY Position: Q2 2026 in Review

D.J. St. Germain increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 1.7% in Q2 2026, buying an estimated $94 and bringing the position to 233 shares worth $5.47K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

D.J. St. Germain first reported a position in SPHY in Q4 2024 and has held it in 6 quarters since. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

D.J. St. Germain held 233 shares of State Street SPDR Portfolio High Yield Bond ETF worth $5.47K as of Q2 2026.
D.J. St. Germain bought 4 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $94.
State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #743 holding.
D.J. St. Germain first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and has held it in 6 quarters since.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.