Kohmann Bosshard Financial Services’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Kohmann Bosshard Financial Services’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	$29.3M	Buy	1,251,852 +133,347	+12%	+$3.12M	2.49%	8
2026 Q1	$26.1M	Buy	1,118,505 +119,275	+12%	+$2.81M	2.54%	8
2025 Q4	$23.7M	Buy	999,230 +51,582	+5%	+$1.22M	2.12%	9
2025 Q3	$22.7M	Buy	947,648 +26,294	+3%	+$624K	2.33%	12
2025 Q2	$21.9M	Buy	921,354 +23,992	+3%	+$558K	2.45%	10
2025 Q1	$21M	Buy	897,362 +32,310	+4%	+$764K	2.48%	11
2024 Q4	$20.3M	Buy	865,052 +35,907	+4%	+$852K	2.44%	10
2024 Q3	$19.9M	Buy	829,145 +14,811	+2%	+$350K	2.48%	12
2024 Q2	$18.9M	Buy	814,334 +43,878	+6%	+$1.02M	2.55%	10
2024 Q1	$18.1M	Buy	770,456 +65,482	+9%	+$1.53M	2.52%	9
2023 Q4	$16.5M	Buy	704,974 +38,521	+6%	+$870K	2.51%	10
2023 Q3	$14.9M	Buy	666,453 +27,999	+4%	+$636K	2.57%	10
2023 Q2	$14.6M	Buy	638,454 +76,603	+14%	+$1.74M	2.51%	10
2023 Q1	$13M	Buy	561,851 +25,268	+5%	+$576K	2.44%	13
2022 Q4	$12M	Sell	536,583 -9,304	-2%	-$208K	2.39%	13
2022 Q3	$11.9M	Buy	545,887 +54,002	+11%	+$1.24M	2.64%	11
2022 Q2	$11M	Buy	491,885 +25,912	+6%	+$616K	2.44%	12
2022 Q1	$11.7M	Buy	465,973 +35,784	+8%	+$914K	2.3%	15
2021 Q4	$11.7M	Buy	+430,189	New	+$11.4M	2.34%	14

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

Kohmann Bosshard Financial Services's SPHY Position: Q2 2026 in Review

Kohmann Bosshard Financial Services increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 12% in Q2 2026, buying an estimated $3.12M and bringing the position to 1,251,852 shares worth $29.3M. The position accounts for 2.49% of the portfolio, ranked #8.

Kohmann Bosshard Financial Services first reported a position in SPHY in Q4 2021 and has held it in 19 quarters since. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Kohmann Bosshard Financial Services held 1,251,852 shares of State Street SPDR Portfolio High Yield Bond ETF worth $29.3M as of Q2 2026.
Kohmann Bosshard Financial Services bought 133,347 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $3.12M.
State Street SPDR Portfolio High Yield Bond ETF made up 2.49% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #8 holding.
Kohmann Bosshard Financial Services first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2021 and has held it in 19 quarters since.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.