James T. Borello’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

James T. Borello’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 Q3	$23.8K	Hold	1,055	–	–	﹤0.01%	378
2026 Q2	$24.7K	Hold	1,055	–	–	0.01%	361
2026 Q1	$24.6K	Hold	1,055	–	–	0.01%	328
2025 Q4	$25K	Hold	1,055	–	–	0.01%	249
2025 Q3	$25.3K	Hold	1,055	–	–	0.01%	212
2025 Q2	$25.1K	Hold	1,055	–	–	0.01%	175
2025 Q1	$24.7K	Hold	1,055	–	–	0.01%	146
2024 Q4	$24.8K	Hold	1,055	–	–	0.01%	129
2024 Q3	$25.4K	Hold	1,055	–	–	0.01%	117
2024 Q2	$24.5K	Hold	1,055	–	–	0.01%	110
2024 Q1	$24.8K	Hold	1,055	–	–	0.01%	108
2023 Q4	$24.7K	Buy	+1,055	New	+$23.8K	0.02%	84

Other funds holding SPHY

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

James T. Borello's SPHY Position: Q3 2026 in Review

James T. Borello held its State Street SPDR Portfolio High Yield Bond ETF (SPHY) position steady in Q3 2026 at 1,055 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

James T. Borello first reported a position in SPHY in Q4 2023 and has held it in 12 quarters since. The position peaked at $25.4K in Q3 2024. 226 funds tracked by Wall St. Rank hold SPHY as of Q3 2026.

James T. Borello held 1,055 shares of State Street SPDR Portfolio High Yield Bond ETF worth $23.8K as of Q3 2026.
James T. Borello left its State Street SPDR Portfolio High Yield Bond ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #378 holding.
James T. Borello first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2023 and has held it in 12 quarters since.
James T. Borello's State Street SPDR Portfolio High Yield Bond ETF position peaked at $25.4K in Q3 2024.
226 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.