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Inscription Capital’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Inscription Capital’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 		$587K Sell
25,029
-2,378
-9% -$55.7K 0.05% 342
2026
Q1 		$639K Sell
27,407
-576
-2% -$13.6K 0.07% 297
2025
Q4 		$662K Sell
27,983
-1,924
-6% -$45.6K 0.07% 287
2025
Q3 		$716K Buy
29,907
+454
+2% +$10.8K 0.08% 262
2025
Q2 		$701K Sell
29,453
-2,032
-6% -$47.3K 0.1% 144
2025
Q1 		$739K Buy
+31,485
New +$744K 0.12% 135
2024
Q3 		$772K Sell
32,097
-1,346
-4% -$31.8K 0.11% 137
2024
Q2 		$777K Buy
33,443
+1,958
+6% +$45.4K 0.13% 126
2024
Q1 		$739K Sell
31,485
-2,838
-8% -$66.3K 0.12% 135
2023
Q4 		$802K Buy
34,323
+1,449
+4% +$32.7K 0.22% 82
2023
Q3 		$737K Buy
32,874
+897
+3% +$20.4K 0.24% 74
2023
Q2 		$730K Sell
31,977
-32,447
-50% -$736K 0.23% 76
2023
Q1 		$1.48M Buy
64,424
+31,070
+93% +$708K 0.39% 50
2022
Q4 		$745K Buy
33,354
+143
+0.4% +$3.2K 0.26% 84
2022
Q3 		$725K Sell
33,211
-670
-2% -$15.4K 0.2% 82
2022
Q2 		$761K Buy
33,881
+942
+3% +$22.4K 0.14% 112
2022
Q1 		$827K Buy
32,939
+8,055
+32% +$206K 0.24% 88
2021
Q4 		$661K Sell
24,884
-1,195
-5% -$31.7K 0.18% 112
2021
Q3 		$698K Buy
+26,079
New +$699K 0.22% 97
2021
Q2 		– Sell
-25,771
Closed -$684K – 383
2021
Q1 		$684K Buy
25,771
+13,698
+113% +$363K 0.23% 92
2020
Q4 		$320K Buy
+12,073
New +$312K 0.12% 130

Other funds holding SPHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Neuberger Berman Group
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

Inscription Capital's SPHY Position: Q2 2026 in Review

Inscription Capital reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 8.7% in Q2 2026, selling an estimated $55.7K and leaving 25,029 shares worth $587K. The position accounts for 0.05% of the portfolio, ranked #342.

Inscription Capital first reported a position in SPHY in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.48M in Q1 2023. 559 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Inscription Capital held 25,029 shares of State Street SPDR Portfolio High Yield Bond ETF worth $587K as of Q2 2026.
  • Inscription Capital sold 2,378 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $55.7K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.05% of Inscription Capital's portfolio in Q2 2026, its #342 holding.
  • Inscription Capital first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Inscription Capital's State Street SPDR Portfolio High Yield Bond ETF position peaked at $1.48M in Q1 2023.
  • 559 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Inscription Capital's 13F filing for Q2 2026, filed 13 Aug 2026.