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

Kerr Financial Planning’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	$90.6K	Buy	+3,864	New	+$90.5K	0.1%	142

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

Kerr Financial Planning's SPHY Position: Q2 2026 in Review

Kerr Financial Planning opened a new position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2026: 3,864 shares worth $90.6K. The stake represents 0.1% of the portfolio and ranks #142 among its holdings.

556 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Kerr Financial Planning held 3,864 shares of State Street SPDR Portfolio High Yield Bond ETF worth $90.6K as of Q2 2026.
State Street SPDR Portfolio High Yield Bond ETF was a new Kerr Financial Planning position in Q2 2026.
State Street SPDR Portfolio High Yield Bond ETF made up 0.1% of Kerr Financial Planning's portfolio in Q2 2026, its #142 holding.
556 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.