Grove Bank & Trust’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Grove Bank & Trust’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	–	Sell	-4,132	Closed	-$96.4K	–	919
2026 Q1	$96.4K	Hold	4,132	–	–	0.01%	342
2025 Q4	$97.8K	Hold	4,132	–	–	0.01%	344
2025 Q3	$98.9K	Buy	4,132 +2,185	+112%	+$51.9K	0.01%	339
2025 Q2	$46.3K	Buy	+1,947	New	+$45.3K	0.01%	429

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

Grove Bank & Trust's SPHY Position: Q2 2026 in Review

Grove Bank & Trust sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2026, closing a stake of 4,132 shares — an estimated $96.4K sold.

Grove Bank & Trust first reported a position in SPHY in Q2 2025 and held it in 4 quarters. The position peaked at $98.9K in Q3 2025. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Grove Bank & Trust reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2026 after selling out during the quarter.
Grove Bank & Trust sold 4,132 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $96.4K.
Grove Bank & Trust first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2025 and held it in 4 quarters.
Grove Bank & Trust's State Street SPDR Portfolio High Yield Bond ETF position peaked at $98.9K in Q3 2025.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.