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Foster & Motley’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Foster & Motley’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 		$2.67M Buy
113,681
+11,560
+11% +$271K 0.12% 149
2026
Q1 		$2.38M Buy
102,121
+18,518
+22% +$437K 0.12% 153
2025
Q4 		$1.98M Buy
83,603
+11,322
+16% +$268K 0.11% 163
2025
Q3 		$1.73M Buy
72,281
+11,677
+19% +$277K 0.09% 182
2025
Q2 		$1.44M Buy
60,604
+4,683
+8% +$109K 0.08% 200
2025
Q1 		$1.31M Buy
55,921
+1,002
+2% +$23.7K 0.08% 199
2024
Q4 		$1.29M Sell
54,919
-3,191
-5% -$75.7K 0.08% 194
2024
Q3 		$1.4M Sell
58,110
-6,429
-10% -$152K 0.09% 188
2024
Q2 		$1.5M Sell
64,539
-1,258
-2% -$29.1K 0.1% 172
2024
Q1 		$1.54M Buy
65,797
+177
+0.3% +$4.13K 0.11% 174
2023
Q4 		$1.53M Buy
65,620
+3,053
+5% +$69K 0.11% 166
2023
Q3 		$1.4M Buy
62,567
+12,022
+24% +$273K 0.12% 167
2023
Q2 		$1.15M Buy
50,545
+6,332
+14% +$144K 0.09% 201
2023
Q1 		$1.02M Buy
44,213
+11,028
+33% +$251K 0.08% 218
2022
Q4 		$741K Buy
33,185
+20,700
+166% +$463K 0.06% 237
2022
Q3 		$272K Buy
+12,485
New +$287K 0.03% 313

Other funds holding SPHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Neuberger Berman Group
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

Foster & Motley's SPHY Position: Q2 2026 in Review

Foster & Motley increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 11% in Q2 2026, buying an estimated $271K and bringing the position to 113,681 shares worth $2.67M. The position accounts for 0.12% of the portfolio, ranked #149.

Foster & Motley first reported a position in SPHY in Q3 2022 and has held it in 16 quarters since. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Foster & Motley held 113,681 shares of State Street SPDR Portfolio High Yield Bond ETF worth $2.67M as of Q2 2026.
  • Foster & Motley bought 11,560 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $271K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.12% of Foster & Motley's portfolio in Q2 2026, its #149 holding.
  • Foster & Motley first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Foster & Motley's 13F filing for Q2 2026, filed 7 Aug 2026.