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

Key Financial Inc’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 Q1	$316K	Hold	13,568	–	–	0.06%	231
2025 Q4	$321K	Buy	13,568 +325	+2%	+$7.71K	0.06%	228
2025 Q3	$316K	Hold	13,243	–	–	0.06%	227
2025 Q2	$315K	Hold	13,243	–	–	0.06%	219
2025 Q1	$310K	Hold	13,243	–	–	0.07%	209
2024 Q4	$311K	Buy	13,243 +310	+2%	+$7.36K	0.07%	196
2024 Q3	$311K	Hold	12,933	–	–	0.07%	204
2024 Q2	$300K	Buy	12,933 +494	+4%	+$11.4K	0.07%	193
2024 Q1	$292K	Hold	12,439	–	–	0.07%	188
2023 Q4	$291K	Buy	12,439 +255	+2%	+$5.76K	0.08%	179
2023 Q3	$273K	Hold	12,184	–	–	0.09%	173
2023 Q2	$278K	Hold	12,184	–	–	0.09%	174
2023 Q1	$280K	Buy	+12,184	New	+$278K	0.1%	161

Other funds holding SPHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Key Financial Inc's SPHY Position: Q1 2026 in Review

Key Financial Inc held its State Street SPDR Portfolio High Yield Bond ETF (SPHY) position steady in Q1 2026 at 13,568 shares worth $316K. The position accounts for 0.06% of the portfolio, ranked #231.

Key Financial Inc first reported a position in SPHY in Q1 2023 and has held it in 13 quarters since. The position peaked at $321K in Q4 2025. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

Key Financial Inc held 13,568 shares of State Street SPDR Portfolio High Yield Bond ETF worth $316K as of Q1 2026.
Key Financial Inc left its State Street SPDR Portfolio High Yield Bond ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio High Yield Bond ETF made up 0.06% of Key Financial Inc's portfolio in Q1 2026, its #231 holding.
Key Financial Inc first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2023 and has held it in 13 quarters since.
Key Financial Inc's State Street SPDR Portfolio High Yield Bond ETF position peaked at $321K in Q4 2025.
525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.