Howe & Rusling’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Howe & Rusling’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	$51.1K	Hold	2,179	–	–	﹤0.01%	377
2026 Q1	$50.8K	Sell	2,179 -111	-5%	-$2.62K	﹤0.01%	361
2025 Q4	$54.2K	Buy	2,290 +111	+5%	+$2.63K	﹤0.01%	364
2025 Q3	$52.2K	Sell	2,179 -1,286	-37%	-$30.5K	﹤0.01%	351
2025 Q2	$82.5K	Sell	3,465 -686	-17%	-$16K	0.01%	324
2025 Q1	$97.2K	Buy	4,151 +1,336	+47%	+$31.6K	0.01%	302
2024 Q4	$66.1K	Buy	2,815 +227	+9%	+$5.39K	0.01%	301
2024 Q3	$62.2K	Buy	2,588 +13	+0.5%	+$307	0.01%	293
2024 Q2	$59.8K	Buy	2,575 +12	+0.5%	+$278	0.01%	283
2024 Q1	$60.1K	Buy	2,563 +9	+0.4%	+$210	0.01%	289
2023 Q4	$59.7K	Buy	2,554 +16	+0.6%	+$362	0.01%	274
2023 Q3	$56.9K	Buy	2,538 +187	+8%	+$4.25K	0.01%	250
2023 Q2	$53.7K	Buy	2,351 +10	+0.4%	+$227	0.01%	261
2023 Q1	$53.8K	Sell	2,341 -59	-2%	-$1.34K	0.01%	244
2022 Q4	$53.6K	Buy	2,400 +14	+0.6%	+$313	0.01%	236
2022 Q3	$52K	Sell	2,386 -1,863	-44%	-$42.9K	0.01%	321
2022 Q2	$95K	Buy	+4,249	New	+$101K	0.01%	258

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

Howe & Rusling's SPHY Position: Q2 2026 in Review

Howe & Rusling held its State Street SPDR Portfolio High Yield Bond ETF (SPHY) position steady in Q2 2026 at 2,179 shares worth $51.1K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Howe & Rusling first reported a position in SPHY in Q2 2022 and has held it in 17 quarters since. The position peaked at $97.2K in Q1 2025. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Howe & Rusling held 2,179 shares of State Street SPDR Portfolio High Yield Bond ETF worth $51.1K as of Q2 2026.
Howe & Rusling left its State Street SPDR Portfolio High Yield Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q2 2026, its #377 holding.
Howe & Rusling first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2022 and has held it in 17 quarters since.
Howe & Rusling's State Street SPDR Portfolio High Yield Bond ETF position peaked at $97.2K 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 Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.