Financial Gravity Asset Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Financial Gravity Asset Management’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	$3.15K	Hold	135	–	–	﹤0.01%	689
2025 Q4	$3.19K	Hold	135	–	–	﹤0.01%	578
2025 Q3	$3.23K	Buy	+135	New	+$3.21K	﹤0.01%	728
2025 Q1	$3.16K	Buy	+135	New	+$3.19K	﹤0.01%	771
2024 Q2	–	Sell	-37	Closed	-$873	–	1740
2024 Q1	$873	Hold	37	–	–	﹤0.01%	761
2023 Q4	$870	Buy	+37	New	+$836	﹤0.01%	807
2018 Q3	$0	Hold	17	–	–	﹤0.01%	1599
2018 Q2	$0	Sell	17 -3	-15%	-$77	﹤0.01%	1592
2018 Q1	$1K	Buy	+20	New	+$520	﹤0.01%	1253

Other funds holding SPHY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Financial Gravity Asset Management's SPHY Position: Q1 2026 in Review

Financial Gravity Asset Management held its State Street SPDR Portfolio High Yield Bond ETF (SPHY) position steady in Q1 2026 at 135 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Financial Gravity Asset Management first reported a position in SPHY in Q1 2018 and has held it in 9 quarters since. The position peaked at $3.23K in Q3 2025. 529 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

Financial Gravity Asset Management held 135 shares of State Street SPDR Portfolio High Yield Bond ETF worth $3.15K as of Q1 2026.
Financial Gravity Asset Management left its State Street SPDR Portfolio High Yield Bond ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #689 holding.
Financial Gravity Asset Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2018 and has held it in 9 quarters since.
Financial Gravity Asset Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $3.23K in Q3 2025.
529 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.