BFC Planning, Inc.’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

BFC Planning, Inc.’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	$6.34M	Buy	270,289 +11,566	+4%	+$271K	0.26%	82
2026 Q1	$6.03M	Buy	258,723 +24,254	+10%	+$572K	0.27%	73
2025 Q4	$5.55M	Buy	234,469 +18,893	+9%	+$448K	0.25%	83
2025 Q3	$5.16M	Buy	215,576 +17,045	+9%	+$405K	0.37%	48
2025 Q2	$4.73M	Buy	198,531 +1,417	+0.7%	+$33K	0.37%	48
2025 Q1	$4.62M	Buy	197,114 +50,634	+35%	+$1.2M	0.41%	47
2024 Q4	$3.44M	Buy	+146,480	New	+$3.48M	0.29%	72

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

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

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 40.06% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

BFC Planning, Inc.'s SPHY Position: Q2 2026 in Review

BFC Planning, Inc. increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 4.5% in Q2 2026, buying an estimated $271K and bringing the position to 270,289 shares worth $6.34M. The position accounts for 0.26% of the portfolio, ranked #82.

BFC Planning, Inc. first reported a position in SPHY in Q4 2024 and has held it in 7 quarters since. 562 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

BFC Planning, Inc. held 270,289 shares of State Street SPDR Portfolio High Yield Bond ETF worth $6.34M as of Q2 2026.
BFC Planning, Inc. bought 11,566 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 0.26% of BFC Planning, Inc.'s portfolio in Q2 2026, its #82 holding.
BFC Planning, Inc. first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
562 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.