Donoghue Forlines’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Donoghue Forlines’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	$32.3M	Buy	+1,377,655	New	+$32.3M	8.35%	1
2026 Q1	–	Sell	-1,084,667	Closed	-$25.7M	–	153
2025 Q4	$25.7M	Buy	1,084,667 +669,055	+161%	+$15.9M	7.94%	3
2025 Q3	$9.95M	Sell	415,612 -833,968	-67%	-$19.8M	3.07%	5
2025 Q2	$29.7M	Sell	1,249,580 -111,397	-8%	-$2.59M	8.48%	2
2025 Q1	$31.9M	Sell	1,360,977 -87,287	-6%	-$2.06M	10.1%	1
2024 Q4	$34M	Buy	1,448,264 +299,681	+26%	+$7.11M	11.37%	1
2024 Q3	$27.6M	Sell	1,148,583 -347,659	-23%	-$8.2M	7.87%	1
2024 Q2	$34.8M	Buy	1,496,242 +172,311	+13%	+$3.99M	9.88%	1
2024 Q1	$31.1M	Buy	1,323,931 +109,141	+9%	+$2.55M	8.85%	1
2023 Q4	$28.4M	Buy	+1,214,790	New	+$27.4M	8.9%	1

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

Donoghue Forlines's SPHY Position: Q2 2026 in Review

Donoghue Forlines opened a new position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2026: 1,377,655 shares worth $32.3M. The stake represents 8.35% of the portfolio and ranks #1 among its holdings. This is a return to the name: Donoghue Forlines previously reported a position in SPHY as recently as Q4 2025.

Donoghue Forlines first reported a position in SPHY in Q4 2023 and has held it in 10 quarters since. The position peaked at $34.8M in Q2 2024. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Donoghue Forlines held 1,377,655 shares of State Street SPDR Portfolio High Yield Bond ETF worth $32.3M as of Q2 2026.
State Street SPDR Portfolio High Yield Bond ETF was a new Donoghue Forlines position in Q2 2026.
State Street SPDR Portfolio High Yield Bond ETF made up 8.35% of Donoghue Forlines's portfolio in Q2 2026, its #1 holding.
Donoghue Forlines first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2023 and has held it in 10 quarters since.
Donoghue Forlines's State Street SPDR Portfolio High Yield Bond ETF position peaked at $34.8M in Q2 2024.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Donoghue Forlines's 13F filing for Q2 2026, filed 7 Aug 2026.