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 Q2	$7.42M	Sell	316,455 -32,678	-9%	-$766K	2.06%	13
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 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 Investment Services's SPHY Position: Q2 2026 in Review

Horizon Investment Services reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 9.4% in Q2 2026, selling an estimated $766K and leaving 316,455 shares worth $7.42M. The position accounts for 2.06% of the portfolio, ranked #13.

Horizon Investment Services first reported a position in SPHY in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.51M in Q3 2025. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Horizon Investment Services held 316,455 shares of State Street SPDR Portfolio High Yield Bond ETF worth $7.42M as of Q2 2026.
Horizon Investment Services sold 32,678 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $766K.
State Street SPDR Portfolio High Yield Bond ETF made up 2.06% of Horizon Investment Services's portfolio in Q2 2026, its #13 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 22 quarters since.
Horizon Investment Services's State Street SPDR Portfolio High Yield Bond ETF position peaked at $8.51M in Q3 2025.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Horizon Investment Services's 13F filing for Q2 2026, filed 6 Aug 2026.