Golden State Equity Partners’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Golden State Equity Partners’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	$9.38K	Hold	400	–	–	0.03%	224
2026 Q1	$9.33K	Buy	+400	New	+$9.44K	﹤0.01%	1316
2025 Q2	–	Sell	-29,504	Closed	-$691K	–	473
2025 Q1	$691K	Buy	29,504 +12,359	+72%	+$292K	0.14%	183
2024 Q4	$402K	Buy	17,145 +17,120	+68,480%	+$406K	0.08%	277
2024 Q3	$601	Buy	+25	New	+$590	﹤0.01%	779

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

Golden State Equity Partners's SPHY Position: Q2 2026 in Review

Golden State Equity Partners held its State Street SPDR Portfolio High Yield Bond ETF (SPHY) position steady in Q2 2026 at 400 shares worth $9.38K. The position accounts for 0.03% of the portfolio, ranked #224.

Golden State Equity Partners first reported a position in SPHY in Q3 2024 and has held it in 5 quarters since. The position peaked at $691K in Q1 2025. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Golden State Equity Partners held 400 shares of State Street SPDR Portfolio High Yield Bond ETF worth $9.38K as of Q2 2026.
Golden State Equity Partners left its State Street SPDR Portfolio High Yield Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio High Yield Bond ETF made up 0.03% of Golden State Equity Partners's portfolio in Q2 2026, its #224 holding.
Golden State Equity Partners first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2024 and has held it in 5 quarters since.
Golden State Equity Partners's State Street SPDR Portfolio High Yield Bond ETF position peaked at $691K 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 Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.