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

Founders Financial Securities’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	–	Sell	-8,595	Closed	-$202K	–	576
2026 Q1	$202K	Buy	8,595 +64	+0.8%	+$1.51K	0.01%	511
2025 Q4	$202K	Sell	8,531 -1,930	-18%	-$45.8K	0.01%	549
2025 Q3	$250K	Sell	10,461 -430	-4%	-$10.2K	0.02%	447
2025 Q2	$259K	Sell	10,891 -78,547	-88%	-$1.83M	0.02%	443
2025 Q1	$2.08M	Buy	89,438 +5,112	+6%	+$121K	0.18%	117
2024 Q4	$1.98M	Buy	84,326 +9,419	+13%	+$223K	0.18%	110
2024 Q3	$1.8M	Buy	74,907 +16,945	+29%	+$400K	0.17%	114
2024 Q2	$1.35M	Buy	57,962 +15,330	+36%	+$355K	0.13%	146
2024 Q1	$1M	Buy	42,632 +11,361	+36%	+$265K	0.1%	165
2023 Q4	$731K	Buy	31,271 +15,768	+102%	+$356K	0.08%	203
2023 Q3	$348K	Buy	+15,503	New	+$352K	0.05%	251

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 Securities's SPHY Position: Q2 2026 in Review

Founders Financial Securities sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2026, closing a stake of 8,595 shares — an estimated $202K sold.

Founders Financial Securities first reported a position in SPHY in Q3 2023 and held it in 11 quarters. The position peaked at $2.08M in Q1 2025. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Founders Financial Securities reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2026 after selling out during the quarter.
Founders Financial Securities sold 8,595 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $202K.
Founders Financial Securities first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2023 and held it in 11 quarters.
Founders Financial Securities's State Street SPDR Portfolio High Yield Bond ETF position peaked at $2.08M in Q1 2025.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.