Linscomb Wealth’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Linscomb Wealth’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	$322K	Buy	+13,725	New	+$322K	0.01%	260

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

Linscomb Wealth's SPHY Position: Q2 2026 in Review

Linscomb Wealth opened a new position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2026: 13,725 shares worth $322K. The stake represents 0.01% of the portfolio and ranks #260 among its holdings.

555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Linscomb Wealth held 13,725 shares of State Street SPDR Portfolio High Yield Bond ETF worth $322K as of Q2 2026.
State Street SPDR Portfolio High Yield Bond ETF was a new Linscomb Wealth position in Q2 2026.
State Street SPDR Portfolio High Yield Bond ETF made up 0.01% of Linscomb Wealth's portfolio in Q2 2026, its #260 holding.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.