Founders Financial Alliance’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Founders Financial Alliance’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	$351K	Buy	14,976 +9,683	+183%	+$227K	0.05%	306
2026 Q1	$123K	Sell	5,293 -182	-3%	-$4.29K	0.02%	436
2025 Q4	$130K	Sell	5,475 -1,107	-17%	-$26.2K	0.02%	382
2025 Q3	$158K	Buy	6,582 +1,447	+28%	+$34.4K	0.03%	399
2025 Q2	$122K	Buy	5,135 +975	+23%	+$22.7K	0.03%	343
2025 Q1	$97.4K	Buy	4,160 +355	+9%	+$8.39K	0.02%	385
2024 Q4	$89.3K	Hold	3,805	–	–	0.02%	333
2024 Q3	$91.5K	Sell	3,805 -4	-0.1%	-$94	0.03%	339
2024 Q2	$88.5K	Hold	3,809	–	–	0.03%	333
2024 Q1	$89.4K	Hold	3,809	–	–	0.03%	333
2023 Q4	$89.1K	Buy	3,809 +130	+4%	+$2.94K	0.03%	302
2023 Q3	$82.5K	Buy	3,679 +859	+30%	+$19.5K	0.04%	284
2023 Q2	$64.4K	Hold	2,820	–	–	0.03%	322
2023 Q1	$64.8K	Hold	2,820	–	–	0.03%	284
2022 Q4	$63K	Buy	2,820 +123	+5%	+$2.75K	0.03%	301
2022 Q3	$59K	Buy	+2,697	New	+$62.1K	0.03%	303

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

Founders Financial Alliance's SPHY Position: Q2 2026 in Review

Founders Financial Alliance increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 183% in Q2 2026, buying an estimated $227K and bringing the position to 14,976 shares worth $351K. The position accounts for 0.05% of the portfolio, ranked #306.

Founders Financial Alliance 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.

Founders Financial Alliance held 14,976 shares of State Street SPDR Portfolio High Yield Bond ETF worth $351K as of Q2 2026.
Founders Financial Alliance bought 9,683 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $227K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.05% of Founders Financial Alliance's portfolio in Q2 2026, its #306 holding.
Founders Financial Alliance 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 Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.