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Heritage Family Offices’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Heritage Family Offices’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 		$1.79M Buy
76,483
+24,844
+48% +$582K 0.69% 34
2026
Q1 		$1.2M Buy
+51,639
New +$1.22M 0.53% 49

Other funds holding SPHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Neuberger Berman Group
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

Heritage Family Offices's SPHY Position: Q2 2026 in Review

Heritage Family Offices increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 48% in Q2 2026, buying an estimated $582K and bringing the position to 76,483 shares worth $1.79M. The position accounts for 0.69% of the portfolio, ranked #34.

Heritage Family Offices first reported a position in SPHY in Q1 2026 and has held it in 2 quarters since. 559 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Heritage Family Offices held 76,483 shares of State Street SPDR Portfolio High Yield Bond ETF worth $1.79M as of Q2 2026.
  • Heritage Family Offices bought 24,844 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $582K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.69% of Heritage Family Offices's portfolio in Q2 2026, its #34 holding.
  • Heritage Family Offices first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 559 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.