Focus Partners Wealth
SPHY icon

Focus Partners Wealth’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Focus Partners Wealth’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 		$264K Buy
11,330
+2,667
+31% +$62.9K ﹤0.01% 2263
2025
Q4 		$205K Sell
8,663
-5,971
-41% -$142K ﹤0.01% 2438
2025
Q3 		$350K Buy
+14,634
New +$348K ﹤0.01% 1775

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

Focus Partners Wealth's SPHY Position: Q1 2026 in Review

Focus Partners Wealth increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 31% in Q1 2026, buying an estimated $62.9K and bringing the position to 11,330 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #2263.

Focus Partners Wealth first reported a position in SPHY in Q3 2025 and has held it in 3 quarters since. The position peaked at $350K in Q3 2025. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

  • Focus Partners Wealth held 11,330 shares of State Street SPDR Portfolio High Yield Bond ETF worth $264K as of Q1 2026.
  • Focus Partners Wealth bought 2,667 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $62.9K.
  • State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2263 holding.
  • Focus Partners Wealth first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's State Street SPDR Portfolio High Yield Bond ETF position peaked at $350K in Q3 2025.
  • 525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.