F/M Investments’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

F/M Investments’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	$1.55M	Buy	+66,060	New	+$1.55M	0.08%	138
2026 Q1	–	Sell	-43,302	Closed	-$1.02M	–	431
2025 Q4	$1.02M	Sell	43,302 -30,947	-42%	-$734K	0.04%	288
2025 Q3	$1.77M	Buy	+74,249	New	+$1.76M	0.07%	260

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

F/M Investments's SPHY Position: Q2 2026 in Review

F/M Investments opened a new position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2026: 66,060 shares worth $1.55M. The stake represents 0.08% of the portfolio and ranks #138 among its holdings. This is a return to the name: F/M Investments previously reported a position in SPHY as recently as Q4 2025.

F/M Investments first reported a position in SPHY in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.77M in Q3 2025. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

F/M Investments held 66,060 shares of State Street SPDR Portfolio High Yield Bond ETF worth $1.55M as of Q2 2026.
State Street SPDR Portfolio High Yield Bond ETF was a new F/M Investments position in Q2 2026.
State Street SPDR Portfolio High Yield Bond ETF made up 0.08% of F/M Investments's portfolio in Q2 2026, its #138 holding.
F/M Investments first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2025 and has held it in 3 quarters since.
F/M Investments's State Street SPDR Portfolio High Yield Bond ETF position peaked at $1.77M in Q3 2025.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.