Horizon Financial Services’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Horizon Financial Services’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	$11.9M	Buy	509,747 +18,559	+4%	+$435K	4.58%	7
2026 Q1	$11.5M	Buy	491,188 +101,606	+26%	+$2.4M	5.06%	6
2025 Q4	$9.22M	Buy	389,582 +24,562	+7%	+$582K	4.2%	7
2025 Q3	$8.74M	Buy	365,020 +4,044	+1%	+$96K	4.17%	7
2025 Q2	$8.59M	Sell	360,976 -2,233	-0.6%	-$52K	4.56%	7
2025 Q1	$8.51M	Buy	363,209 +17,002	+5%	+$402K	4.74%	7
2024 Q4	$8.13M	Buy	346,207 +2,198	+0.6%	+$52.1K	4.57%	8
2024 Q3	$8.27M	Sell	344,009 -585	-0.2%	-$13.8K	4.92%	6
2024 Q2	$8M	Buy	344,594 +4,535	+1%	+$105K	5.06%	5
2024 Q1	$7.98M	Buy	340,059 +310,092	+1,035%	+$7.24M	5.12%	5
2023 Q4	$701K	Buy	+29,967	New	+$677K	0.49%	35

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

Horizon Financial Services's SPHY Position: Q2 2026 in Review

Horizon Financial Services increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 3.8% in Q2 2026, buying an estimated $435K and bringing the position to 509,747 shares worth $11.9M. The position accounts for 4.58% of the portfolio, ranked #7.

Horizon Financial Services first reported a position in SPHY in Q4 2023 and has held it in 11 quarters since. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Horizon Financial Services held 509,747 shares of State Street SPDR Portfolio High Yield Bond ETF worth $11.9M as of Q2 2026.
Horizon Financial Services bought 18,559 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $435K.
State Street SPDR Portfolio High Yield Bond ETF made up 4.58% of Horizon Financial Services's portfolio in Q2 2026, its #7 holding.
Horizon Financial Services first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2023 and has held it in 11 quarters since.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.