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K2 Financial’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

K2 Financial’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 		$3.48M Buy
148,763
+6,952
+5% +$163K 2.45% 13
2026
Q1 		$3.34M Buy
141,811
+7,243
+5% +$171K 2.43% 13
2025
Q4 		$3.2M Buy
134,568
+2,970
+2% +$70.4K 2.47% 13
2025
Q3 		$3.12M Buy
131,598
+10,566
+9% +$251K 2.5% 12
2025
Q2 		$2.85M Buy
121,032
+6,135
+5% +$143K 2.51% 13
2025
Q1 		$2.63M Buy
114,897
+5,482
+5% +$130K 2.58% 13
2024
Q4 		$2.56M Buy
+109,415
New +$2.6M 2.55% 13

Other funds holding SPHY

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
AAMC
Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
HFS
Horizon Financial Services Winston Salem, North Carolina $261M AUM 16.81% 1-Year Est. Return
FAP
Financial Advisory Partners Winter Park, Florida $383M AUM 14.9% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

K2 Financial's SPHY Position: Q2 2026 in Review

K2 Financial increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 4.9% in Q2 2026, buying an estimated $163K and bringing the position to 148,763 shares worth $3.48M. The position accounts for 2.45% of the portfolio, ranked #13.

K2 Financial first reported a position in SPHY in Q4 2024 and has held it in 7 quarters since. 125 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • K2 Financial held 148,763 shares of State Street SPDR Portfolio High Yield Bond ETF worth $3.48M as of Q2 2026.
  • K2 Financial bought 6,952 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $163K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 2.45% of K2 Financial's portfolio in Q2 2026, its #13 holding.
  • K2 Financial first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 125 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on K2 Financial's 13F filing for Q2 2026, filed 21 Jul 2026.