Grantvest Financial Group’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Grantvest Financial Group’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	$1.08M	Sell	46,040 -3,742	-8%	-$87.7K	0.63%	33
2026 Q1	$1.16M	Sell	49,782 -2,941	-6%	-$69.4K	0.75%	26
2025 Q4	$1.25M	Sell	52,723 -6,094	-10%	-$144K	0.8%	25
2025 Q3	$1.41M	Buy	58,817 +755	+1%	+$17.9K	0.97%	21
2025 Q2	$1.38M	Sell	58,062 -3,306	-5%	-$76.9K	1.03%	19
2025 Q1	$1.44M	Sell	61,368 -4,551	-7%	-$108K	1.17%	15
2024 Q4	$1.55M	Buy	+65,919	New	+$1.56M	1.73%	12

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

Grantvest Financial Group's SPHY Position: Q2 2026 in Review

Grantvest Financial Group reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 7.5% in Q2 2026, selling an estimated $87.7K and leaving 46,040 shares worth $1.08M. The position accounts for 0.63% of the portfolio, ranked #33.

Grantvest Financial Group first reported a position in SPHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.55M in Q4 2024. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Grantvest Financial Group held 46,040 shares of State Street SPDR Portfolio High Yield Bond ETF worth $1.08M as of Q2 2026.
Grantvest Financial Group sold 3,742 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $87.7K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.63% of Grantvest Financial Group's portfolio in Q2 2026, its #33 holding.
Grantvest Financial Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
Grantvest Financial Group's State Street SPDR Portfolio High Yield Bond ETF position peaked at $1.55M in Q4 2024.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.