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Equitable Holdings’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Equitable Holdings’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
Q1 		$17.2M Buy
725,940
+9,423
+1% +$222K 0.11% 174
2025
Q4 		$17M Buy
716,517
+363,192
+103% +$8.61M 0.12% 161
2025
Q3 		$8.46M Buy
353,325
+40,318
+13% +$957K 0.06% 247
2025
Q2 		$7.45M Buy
313,007
+21,152
+7% +$492K 0.06% 244
2025
Q1 		$6.84M Buy
291,855
+8,672
+3% +$205K 0.06% 240
2024
Q4 		$6.65M Buy
283,183
+31,932
+13% +$758K 0.06% 241
2024
Q3 		$6.04M Sell
251,251
-1,106
-0.4% -$26.1K 0.06% 247
2024
Q2 		$5.86M Sell
252,357
-1,554
-0.6% -$36K 0.06% 233
2024
Q1 		$5.96M Buy
253,911
+22,143
+10% +$517K 0.07% 212
2023
Q4 		$5.42M Buy
231,768
+140,741
+155% +$3.18M 0.07% 208
2023
Q3 		$2.04M Sell
91,027
-2,818
-3% -$64K 0.03% 358
2023
Q2 		$2.14M Sell
93,845
-24,922
-21% -$566K 0.03% 338
2023
Q1 		$2.73M Sell
118,767
-3,089
-3% -$70.4K 0.04% 271
2022
Q4 		$2.72M Sell
121,856
-37,450
-24% -$838K 0.05% 253
2022
Q3 		$3.48M Buy
159,306
+9,025
+6% +$208K 0.07% 190
2022
Q2 		$3.37M Buy
150,281
+135,812
+939% +$3.23M 0.06% 191
2022
Q1 		$363K Sell
14,469
-6,283
-30% -$161K 0.01% 660
2021
Q4 		$551K Buy
20,752
+10,113
+95% +$268K 0.01% 548
2021
Q3 		$285K Buy
10,639
+2,283
+27% +$61.2K ﹤0.01% 690
2021
Q2 		$225K Buy
+8,356
New +$223K ﹤0.01% 747

Other funds holding SPHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Equitable Holdings's SPHY Position: Q1 2026 in Review

Equitable Holdings increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 1.3% in Q1 2026, buying an estimated $222K and bringing the position to 725,940 shares worth $17.2M. The position accounts for 0.11% of the portfolio, ranked #174.

Equitable Holdings first reported a position in SPHY in Q2 2021 and has held it in 20 quarters since. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

  • Equitable Holdings held 725,940 shares of State Street SPDR Portfolio High Yield Bond ETF worth $17.2M as of Q1 2026.
  • Equitable Holdings bought 9,423 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $222K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.11% of Equitable Holdings's portfolio in Q1 2026, its #174 holding.
  • Equitable Holdings first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2021 and has held it in 20 quarters since.
  • 525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.