General Partner Inc’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

General Partner 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	$609K	Buy	+26,000	New	+$609K	0.33%	57
2026 Q1	–	Sell	-26,000	Closed	-$615K	–	168
2025 Q4	$615K	Hold	26,000	–	–	0.35%	52
2025 Q3	$622K	Buy	26,000 +8,600	+49%	+$204K	0.34%	52
2025 Q2	$414K	Buy	+17,400	New	+$405K	0.24%	62

Other funds holding SPHY

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

AAMC

Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

General Partner Inc's SPHY Position: Q2 2026 in Review

General Partner Inc opened a new position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2026: 26,000 shares worth $609K. The stake represents 0.33% of the portfolio and ranks #57 among its holdings. This is a return to the name: General Partner Inc previously reported a position in SPHY as recently as Q4 2025.

General Partner Inc first reported a position in SPHY in Q2 2025 and has held it in 4 quarters since. The position peaked at $622K in Q3 2025. 76 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

General Partner Inc held 26,000 shares of State Street SPDR Portfolio High Yield Bond ETF worth $609K as of Q2 2026.
State Street SPDR Portfolio High Yield Bond ETF was a new General Partner Inc position in Q2 2026.
State Street SPDR Portfolio High Yield Bond ETF made up 0.33% of General Partner Inc's portfolio in Q2 2026, its #57 holding.
General Partner Inc first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2025 and has held it in 4 quarters since.
General Partner Inc's State Street SPDR Portfolio High Yield Bond ETF position peaked at $622K in Q3 2025.
76 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on General Partner Inc's 13F filing for Q2 2026, filed 6 Jul 2026.