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

Financial Gravity Companies’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	$3.31K	Buy	+141	New	+$3.3K	﹤0.01%	724
2025 Q2	$3.21K	Buy	+135	New	+$3.14K	﹤0.01%	718
2018 Q1	$1K	Hold	20	–	–	﹤0.01%	1253
2017 Q4	$1K	Buy	+20	New	+$532	﹤0.01%	1214

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

Financial Gravity Companies's SPHY Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2026: 141 shares worth $3.31K. The stake represents ﹤0.01% of the portfolio and ranks #724 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SPHY as recently as Q2 2025.

Financial Gravity Companies first reported a position in SPHY in Q4 2017 and has held it in 4 quarters since. 559 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Financial Gravity Companies held 141 shares of State Street SPDR Portfolio High Yield Bond ETF worth $3.31K as of Q2 2026.
State Street SPDR Portfolio High Yield Bond ETF was a new Financial Gravity Companies position in Q2 2026.
State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #724 holding.
Financial Gravity Companies first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2017 and has held it in 4 quarters since.
559 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.