Keystone Financial Group (Kentucky)’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Keystone Financial Group (Kentucky)’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	$246K	Hold	10,475	–	–	0.01%	484
2026 Q1	$244K	Hold	10,475	–	–	0.02%	441
2025 Q4	$248K	Hold	10,475	–	–	0.02%	390
2025 Q3	$251K	Sell	10,475 -450	-4%	-$10.7K	0.02%	362
2025 Q2	$260K	Buy	10,925 +350	+3%	+$8.14K	0.02%	349
2025 Q1	$248K	Hold	10,575	–	–	0.03%	332
2024 Q4	$248K	Hold	10,575	–	–	0.02%	325
2024 Q3	$254K	Buy	+10,575	New	+$250K	0.03%	305
2024 Q2	–	Sell	-9,175	Closed	-$215K	–	287
2024 Q1	$215K	Buy	+9,175	New	+$214K	0.03%	319

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

Keystone Financial Group (Kentucky)'s SPHY Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) held its State Street SPDR Portfolio High Yield Bond ETF (SPHY) position steady in Q2 2026 at 10,475 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #484.

Keystone Financial Group (Kentucky) first reported a position in SPHY in Q1 2024 and has held it in 9 quarters since. The position peaked at $260K in Q2 2025. 559 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Keystone Financial Group (Kentucky) held 10,475 shares of State Street SPDR Portfolio High Yield Bond ETF worth $246K as of Q2 2026.
Keystone Financial Group (Kentucky) left its State Street SPDR Portfolio High Yield Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio High Yield Bond ETF made up 0.01% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #484 holding.
Keystone Financial Group (Kentucky) first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2024 and has held it in 9 quarters since.
Keystone Financial Group (Kentucky)'s State Street SPDR Portfolio High Yield Bond ETF position peaked at $260K in Q2 2025.
559 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.