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

Larson Financial Group’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	$441K	Buy	18,815 +18,215	+3,036%	+$427K	0.01%	598
2026 Q1	$14K	Hold	600	–	–	﹤0.01%	2043
2025 Q4	$14.2K	Hold	600	–	–	﹤0.01%	1921
2025 Q3	$14.4K	Hold	600	–	–	﹤0.01%	1824
2025 Q2	$14.3K	Hold	600	–	–	﹤0.01%	1649
2025 Q1	$14.1K	Hold	600	–	–	﹤0.01%	1500
2024 Q4	$14.1K	Buy	+600	New	+$14.2K	﹤0.01%	1355

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

Larson Financial Group's SPHY Position: Q2 2026 in Review

Larson Financial Group increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 3,036% in Q2 2026, buying an estimated $427K and bringing the position to 18,815 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #598.

Larson Financial Group first reported a position in SPHY in Q4 2024 and has held it in 7 quarters since. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Larson Financial Group held 18,815 shares of State Street SPDR Portfolio High Yield Bond ETF worth $441K as of Q2 2026.
Larson Financial Group bought 18,215 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $427K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #598 holding.
Larson Financial Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.