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 Q3	$587K	Hold	26,000	–	–	0.31%	56
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

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Cornerstone Enterprises Appleton, Wisconsin $171M AUM 14.17% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return

Financial Futures Brielle, New Jersey $270M AUM 12.01% 1-Year Est. Return

General Partner Inc's SPHY Position: Q3 2026 in Review

General Partner Inc held its State Street SPDR Portfolio High Yield Bond ETF (SPHY) position steady in Q3 2026 at 26,000 shares worth $587K. The position accounts for 0.31% of the portfolio, ranked #56.

General Partner Inc first reported a position in SPHY in Q2 2025 and has held it in 5 quarters since. The position peaked at $622K in Q3 2025. 142 funds tracked by Wall St. Rank hold SPHY as of Q3 2026.

General Partner Inc held 26,000 shares of State Street SPDR Portfolio High Yield Bond ETF worth $587K as of Q3 2026.
General Partner Inc left its State Street SPDR Portfolio High Yield Bond ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio High Yield Bond ETF made up 0.31% of General Partner Inc's portfolio in Q3 2026, its #56 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 5 quarters since.
General Partner Inc's State Street SPDR Portfolio High Yield Bond ETF position peaked at $622K in Q3 2025.
142 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2026.

Based on General Partner Inc's 13F filing for Q3 2026, filed 5 Oct 2026.