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

Horizon Investment 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
Q1 		$8.14M Sell
349,133
-2,248
-0.6% -$53K 2.83% 6
2025
Q4 		$8.32M Sell
351,381
-3,890
-1% -$92.2K 2.99% 8
2025
Q3 		$8.51M Buy
355,271
+22,083
+7% +$524K 3.21% 7
2025
Q2 		$7.93M Sell
333,188
-15,053
-4% -$350K 3.47% 6
2025
Q1 		$8.16M Buy
348,241
+24,882
+8% +$588K 3.96% 3
2024
Q4 		$7.59M Buy
323,359
+3,664
+1% +$86.9K 3.23% 8
2024
Q3 		$7.69M Buy
319,695
+37,574
+13% +$887K 3.29% 6
2024
Q2 		$6.55M Buy
282,121
+117,024
+71% +$2.71M 3.09% 8
2024
Q1 		$3.87M Buy
165,097
+44,814
+37% +$1.05M 1.9% 15
2023
Q4 		$2.81M Buy
120,283
+14,757
+14% +$333K 1.52% 20
2023
Q3 		$2.37M Sell
105,526
-19,216
-15% -$437K 1.42% 24
2023
Q2 		$2.85M Sell
124,742
-5,151
-4% -$117K 1.74% 17
2023
Q1 		$2.98M Sell
129,893
-4,008
-3% -$91.3K 1.92% 14
2022
Q4 		$2.99M Sell
133,901
-57,468
-30% -$1.29M 2.17% 12
2022
Q3 		$4.18M Sell
191,369
-12,128
-6% -$279K 3.02% 7
2022
Q2 		$4.57M Sell
203,497
-38,972
-16% -$927K 3.02% 7
2022
Q1 		$6.09M Sell
242,469
-616
-0.3% -$15.7K 3.19% 7
2021
Q4 		$6.46M Buy
243,085
+2,062
+0.9% +$54.7K 2.96% 9
2021
Q3 		$6.45M Buy
241,023
+26,009
+12% +$697K 3.18% 8
2021
Q2 		$5.78M Buy
215,014
+110,989
+107% +$2.96M 2.84% 7
2021
Q1 		$2.76M Buy
+104,025
New +$2.76M 1.48% 22

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

Horizon Investment Services's SPHY Position: Q1 2026 in Review

Horizon Investment Services reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 0.64% in Q1 2026, selling an estimated $53K and leaving 349,133 shares worth $8.14M. The position accounts for 2.83% of the portfolio, ranked #6.

Horizon Investment Services first reported a position in SPHY in Q1 2021 and has held it in 21 quarters since. The position peaked at $8.51M in Q3 2025. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

  • Horizon Investment Services held 349,133 shares of State Street SPDR Portfolio High Yield Bond ETF worth $8.14M as of Q1 2026.
  • Horizon Investment Services sold 2,248 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $53K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 2.83% of Horizon Investment Services's portfolio in Q1 2026, its #6 holding.
  • Horizon Investment Services first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Horizon Investment Services's State Street SPDR Portfolio High Yield Bond ETF position peaked at $8.51M in Q3 2025.
  • 525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Horizon Investment Services's 13F filing for Q1 2026, filed 15 May 2026.