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 Q2	$4.3M	Buy	183,490 +172,160	+1,520%	+$4.03M	﹤0.01%	1025
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 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

Focus Partners Wealth's SPHY Position: Q2 2026 in Review

Focus Partners Wealth increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 1,520% in Q2 2026, buying an estimated $4.03M and bringing the position to 183,490 shares worth $4.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Focus Partners Wealth first reported a position in SPHY in Q3 2025 and has held it in 4 quarters since. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Focus Partners Wealth held 183,490 shares of State Street SPDR Portfolio High Yield Bond ETF worth $4.3M as of Q2 2026.
Focus Partners Wealth bought 172,160 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $4.03M.
State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1025 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 4 quarters since.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.