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

Hilltop 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	$13M	Sell	555,583 -19,961	-3%	-$468K	3.16%	7
2026 Q1	$13.4M	Buy	575,544 +25,585	+5%	+$604K	3.44%	5
2025 Q4	$13M	Buy	549,959 +21,452	+4%	+$509K	3.35%	6
2025 Q3	$12.7M	Buy	528,507 +17,878	+4%	+$425K	3.78%	5
2025 Q2	$12.2M	Sell	510,629 -368,522	-42%	-$8.58M	3.68%	5
2025 Q1	$20.6M	Buy	879,151 +129,309	+17%	+$3.06M	6.95%	4
2024 Q4	$17.6M	Buy	749,842 +50,366	+7%	+$1.19M	6%	4
2024 Q3	$16.8M	Buy	699,476 +39,741	+6%	+$938K	5.66%	5
2024 Q2	$15.3M	Buy	659,735 +129,795	+24%	+$3.01M	5.65%	4
2024 Q1	$12.4M	Sell	529,940 -129,199	-20%	-$3.02M	4.44%	6
2023 Q4	$15.4M	Buy	659,139 +148,528	+29%	+$3.36M	6.07%	3
2023 Q3	$11.4M	Buy	510,611 +467,608	+1,087%	+$10.6M	4.82%	6
2023 Q2	$982K	Sell	43,003 -477,468	-92%	-$10.8M	0.41%	31
2023 Q1	$12M	Buy	520,471 +504,574	+3,174%	+$11.5M	5.39%	5
2022 Q4	$355K	Buy	+15,897	New	+$356K	0.19%	39

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

Hilltop Partners's SPHY Position: Q2 2026 in Review

Hilltop Partners reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 3.5% in Q2 2026, selling an estimated $468K and leaving 555,583 shares worth $13M. The position accounts for 3.16% of the portfolio, ranked #7.

Hilltop Partners first reported a position in SPHY in Q4 2022 and has held it in 15 quarters since. The position peaked at $20.6M in Q1 2025. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Hilltop Partners held 555,583 shares of State Street SPDR Portfolio High Yield Bond ETF worth $13M as of Q2 2026.
Hilltop Partners sold 19,961 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $468K.
State Street SPDR Portfolio High Yield Bond ETF made up 3.16% of Hilltop Partners's portfolio in Q2 2026, its #7 holding.
Hilltop Partners first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2022 and has held it in 15 quarters since.
Hilltop Partners's State Street SPDR Portfolio High Yield Bond ETF position peaked at $20.6M in Q1 2025.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Hilltop Partners's 13F filing for Q2 2026, filed 5 Aug 2026.