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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
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 $1.37T AUM 24.88% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Heritage Family Offices's SPHY Position: Q1 2026 in Review

Heritage Family Offices opened a new position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2026: 51,639 shares worth $1.2M. The stake represents 0.53% of the portfolio and ranks #49 among its holdings.

525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

  • Heritage Family Offices held 51,639 shares of State Street SPDR Portfolio High Yield Bond ETF worth $1.2M as of Q1 2026.
  • State Street SPDR Portfolio High Yield Bond ETF was a new Heritage Family Offices position in Q1 2026.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.53% of Heritage Family Offices's portfolio in Q1 2026, its #49 holding.
  • 525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.