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

Horizon Investments’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	$26.8M	Buy	1,586,460 +42,728	+3%	+$1.01M	0.3%	55
2025 Q4	$31.1M	Buy	1,543,732 +169,168	+12%	+$4.01M	0.39%	41
2025 Q3	$29M	Buy	1,374,564 +1,374,490	+1,857,419%	+$32.6M	0.38%	45
2025 Q2	$1.41K	Sell	74 -299,662	-100%	-$6.97M	﹤0.01%	1040
2025 Q1	$4.78M	Buy	299,736 +6,744	+2%	+$159K	0.14%	89
2024 Q4	$5.28M	Buy	292,992 +96,931	+49%	+$2.3M	0.15%	77
2024 Q3	$3.16M	Buy	196,061 +3,248	+2%	+$76.6K	0.08%	124
2024 Q2	$4.48M	Buy	192,813 +1,894	+1%	+$43.9K	0.12%	78
2024 Q1	$4.48M	Buy	190,919 +72	+0%	+$1.68K	0.12%	94
2023 Q4	$4.46M	Buy	+190,847	New	+$4.31M	0.12%	82

Other funds holding SPHY

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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 $13.4B AUM 22.25% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Horizon Investments's SPHY Position: Q1 2026 in Review

Horizon Investments increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 2.8% in Q1 2026, buying an estimated $1.01M and bringing the position to 1,586,460 shares worth $26.8M. The position accounts for 0.3% of the portfolio, ranked #55.

Horizon Investments first reported a position in SPHY in Q4 2023 and has held it in 10 quarters since. The position peaked at $31.1M in Q4 2025. 526 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

Horizon Investments held 1,586,460 shares of State Street SPDR Portfolio High Yield Bond ETF worth $26.8M as of Q1 2026.
Horizon Investments bought 42,728 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $1.01M.
State Street SPDR Portfolio High Yield Bond ETF made up 0.3% of Horizon Investments's portfolio in Q1 2026, its #55 holding.
Horizon Investments first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2023 and has held it in 10 quarters since.
Horizon Investments's State Street SPDR Portfolio High Yield Bond ETF position peaked at $31.1M in Q4 2025.
526 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

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