Janney Montgomery Scott
SPHY icon

Janney Montgomery Scott’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Janney Montgomery Scott’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 		$4M Buy
170,492
+2,474
+1% +$58K 0.01% 1096
2026
Q1 		$3.92M Buy
168,018
+135,044
+410% +$3.19M 0.01% 961
2025
Q4 		$780K Buy
32,974
+19,211
+140% +$455K ﹤0.01% 1892
2025
Q3 		$329K Buy
13,763
+434
+3% +$10.3K ﹤0.01% 2438
2025
Q2 		$317K Sell
13,329
-429,483
-97% -$9.99M ﹤0.01% 2309
2025
Q1 		$10.4M Buy
442,812
+434,286
+5,094% +$10.3M 0.03% 520
2024
Q4 		$200K Buy
+8,526
New +$202K ﹤0.01% 2554
2023
Q2 		– Sell
-232,838
Closed -$5.35M – 2729
2023
Q1 		$5.35M Buy
232,838
+415
+0.2% +$9.45K 0.02% 620
2022
Q4 		$5.19M Buy
+232,423
New +$5.2M 0.02% 660
2022
Q2 		– Sell
-15,763
Closed -$396K – 2430
2022
Q1 		$396K Sell
15,763
-428,575
-96% -$11M ﹤0.01% 1757
2021
Q4 		$11.8M Buy
444,338
+57,150
+15% +$1.52M 0.05% 349
2021
Q3 		$10.4M Buy
387,188
+72,773
+23% +$1.95M 0.04% 365
2021
Q2 		$8.46M Buy
314,415
+27,864
+10% +$742K 0.04% 411
2021
Q1 		$7.61M Buy
+286,551
New +$7.6M 0.04% 406

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

Janney Montgomery Scott's SPHY Position: Q2 2026 in Review

Janney Montgomery Scott increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 1.5% in Q2 2026, buying an estimated $58K and bringing the position to 170,492 shares worth $4M. The position accounts for 0.01% of the portfolio, ranked #1096.

Janney Montgomery Scott first reported a position in SPHY in Q1 2021 and has held it in 14 quarters since. The position peaked at $11.8M in Q4 2021. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Janney Montgomery Scott held 170,492 shares of State Street SPDR Portfolio High Yield Bond ETF worth $4M as of Q2 2026.
  • Janney Montgomery Scott bought 2,474 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $58K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1096 holding.
  • Janney Montgomery Scott first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2021 and has held it in 14 quarters since.
  • Janney Montgomery Scott's State Street SPDR Portfolio High Yield Bond ETF position peaked at $11.8M in Q4 2021.
  • 557 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.