Impact Partnership Wealth’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Impact Partnership Wealth’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	$5.37M	Sell	229,119 -101,256	-31%	-$2.37M	0.52%	27
2026 Q1	$7.7M	Buy	330,375 +157,099	+91%	+$3.71M	0.95%	22
2025 Q4	$4.1M	Buy	173,276 +19,994	+13%	+$474K	0.53%	25
2025 Q3	$3.67M	Sell	153,282 -74,415	-33%	-$1.77M	0.55%	25
2025 Q2	$5.42M	Buy	227,697 +14,808	+7%	+$345K	1%	19
2025 Q1	$4.99M	Buy	212,889 +5,578	+3%	+$132K	1.06%	19
2024 Q4	$4.87M	Buy	207,311 +10,447	+5%	+$248K	0.98%	19
2024 Q3	$4.73M	Buy	196,864 +71,043	+56%	+$1.68M	1.07%	20
2024 Q2	$2.92M	Buy	125,821 +49,021	+64%	+$1.14M	0.77%	21
2024 Q1	$1.8M	Sell	76,800 -20,885	-21%	-$488K	0.71%	19
2023 Q4	$2.28M	Buy	97,685 +97,292	+24,756%	+$2.2M	0.83%	18
2023 Q3	$8.81K	Buy	+393	New	+$8.93K	﹤0.01%	615

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

Impact Partnership Wealth's SPHY Position: Q2 2026 in Review

Impact Partnership Wealth reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 31% in Q2 2026, selling an estimated $2.37M and leaving 229,119 shares worth $5.37M. The position accounts for 0.52% of the portfolio, ranked #27.

Impact Partnership Wealth first reported a position in SPHY in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.7M in Q1 2026. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Impact Partnership Wealth held 229,119 shares of State Street SPDR Portfolio High Yield Bond ETF worth $5.37M as of Q2 2026.
Impact Partnership Wealth sold 101,256 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $2.37M.
State Street SPDR Portfolio High Yield Bond ETF made up 0.52% of Impact Partnership Wealth's portfolio in Q2 2026, its #27 holding.
Impact Partnership Wealth first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2023 and has held it in 12 quarters since.
Impact Partnership Wealth's State Street SPDR Portfolio High Yield Bond ETF position peaked at $7.7M in Q1 2026.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.