Larson Financial Group’s State Street SPDR Portfolio High Yield Bond Index 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 Q3	$29.8K	Sell	1,317 -17,498	-93%	-$406K	﹤0.01%	1870
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

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Larson Financial Group's SPHY Position: Q3 2026 in Review

Larson Financial Group reduced its State Street SPDR Portfolio High Yield Bond Index ETF (SPHY) stake by 93% in Q3 2026, selling an estimated $406K and leaving 1,317 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1870.

Larson Financial Group first reported a position in SPHY in Q4 2024 and has held it in 8 quarters since. The position peaked at $441K in Q2 2026. 382 funds tracked by Wall St. Rank hold SPHY as of Q3 2026.

Larson Financial Group held 1,317 shares of State Street SPDR Portfolio High Yield Bond Index ETF worth $29.8K as of Q3 2026.
Larson Financial Group sold 17,498 State Street SPDR Portfolio High Yield Bond Index ETF shares in Q3 2026, an estimated $406K.
State Street SPDR Portfolio High Yield Bond Index ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1870 holding.
Larson Financial Group first reported a position in State Street SPDR Portfolio High Yield Bond Index ETF in Q4 2024 and has held it in 8 quarters since.
Larson Financial Group's State Street SPDR Portfolio High Yield Bond Index ETF position peaked at $441K in Q2 2026.
382 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond Index ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.