Independent Financial Group’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Independent Financial Group’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	$1.23M	Buy	52,325 +4,980	+11%	+$117K	0.02%	610
2026 Q1	$1.1M	Sell	47,345 -100,151	-68%	-$2.36M	0.02%	595
2025 Q4	$3.49M	Buy	147,496 +16,716	+13%	+$396K	0.08%	237
2025 Q3	$3.13M	Buy	130,780 +25,297	+24%	+$601K	0.08%	251
2025 Q2	$2.51M	Sell	105,483 -5,908	-5%	-$137K	0.07%	282
2025 Q1	$2.61M	Sell	111,391 -23,610	-17%	-$558K	0.09%	224
2024 Q4	$3.17M	Buy	135,001 +19,343	+17%	+$459K	0.11%	188
2024 Q3	$2.78M	Buy	115,658 +49,597	+75%	+$1.17M	0.1%	206
2024 Q2	$1.53M	Buy	+66,061	New	+$1.53M	0.06%	288

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

Independent Financial Group's SPHY Position: Q2 2026 in Review

Independent Financial Group increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 11% in Q2 2026, buying an estimated $117K and bringing the position to 52,325 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #610.

Independent Financial Group first reported a position in SPHY in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.49M in Q4 2025. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Independent Financial Group held 52,325 shares of State Street SPDR Portfolio High Yield Bond ETF worth $1.23M as of Q2 2026.
Independent Financial Group bought 4,980 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $117K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #610 holding.
Independent Financial Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2024 and has held it in 9 quarters since.
Independent Financial Group's State Street SPDR Portfolio High Yield Bond ETF position peaked at $3.49M in Q4 2025.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.