Godshalk Welsh Capital Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Godshalk Welsh Capital Management’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	$621K	Buy	26,500 +250	+1%	+$5.86K	0.33%	81
2026 Q1	$612K	Hold	26,250	–	–	0.35%	81
2025 Q4	$621K	Sell	26,250 -1,500	-5%	-$35.6K	0.35%	79
2025 Q3	$664K	Buy	27,750 +1,000	+4%	+$23.7K	0.38%	78
2025 Q2	$637K	Hold	26,750	–	–	0.39%	78
2025 Q1	$626K	Buy	26,750 +25	+0.1%	+$591	0.41%	73
2024 Q4	$627K	Buy	26,725 +3,925	+17%	+$93.1K	0.4%	74
2024 Q3	$548K	Buy	22,800 +4,800	+27%	+$113K	0.35%	83
2024 Q2	$418K	Buy	18,000 +500	+3%	+$11.6K	0.28%	88
2024 Q1	$411K	Buy	17,500 +2,500	+17%	+$58.4K	0.28%	89
2023 Q4	$351K	Buy	15,000 +4,000	+36%	+$90.4K	0.25%	93
2023 Q3	$247K	Buy	+11,000	New	+$250K	0.19%	106

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

Godshalk Welsh Capital Management's SPHY Position: Q2 2026 in Review

Godshalk Welsh Capital Management increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 0.95% in Q2 2026, buying an estimated $5.86K and bringing the position to 26,500 shares worth $621K. The position accounts for 0.33% of the portfolio, ranked #81.

Godshalk Welsh Capital Management first reported a position in SPHY in Q3 2023 and has held it in 12 quarters since. The position peaked at $664K in Q3 2025. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Godshalk Welsh Capital Management held 26,500 shares of State Street SPDR Portfolio High Yield Bond ETF worth $621K as of Q2 2026.
Godshalk Welsh Capital Management bought 250 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $5.86K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.33% of Godshalk Welsh Capital Management's portfolio in Q2 2026, its #81 holding.
Godshalk Welsh Capital Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2023 and has held it in 12 quarters since.
Godshalk Welsh Capital Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $664K in Q3 2025.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.