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

LPL Financial’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	$230M	Buy	9,808,661 +506,467	+5%	+$11.9M	0.05%	352
2026 Q1	$217M	Buy	9,302,194 +499,581	+6%	+$11.8M	0.06%	318
2025 Q4	$208M	Buy	8,802,613 +967,530	+12%	+$22.9M	0.06%	315
2025 Q3	$188M	Buy	7,835,083 +1,263,637	+19%	+$30M	0.05%	325
2025 Q2	$156M	Buy	6,571,446 +822,633	+14%	+$19.1M	0.05%	331
2025 Q1	$135M	Buy	5,748,813 +660,348	+13%	+$15.6M	0.05%	332
2024 Q4	$119M	Buy	5,088,465 +607,746	+14%	+$14.4M	0.05%	332
2024 Q3	$108M	Buy	4,480,719 +698,541	+18%	+$16.5M	0.05%	339
2024 Q2	$87.9M	Buy	3,782,178 +410,924	+12%	+$9.52M	0.04%	379
2024 Q1	$79.1M	Buy	3,371,254 +564,647	+20%	+$13.2M	0.04%	396
2023 Q4	$65.6M	Buy	2,806,607 +74,350	+3%	+$1.68M	0.04%	415
2023 Q3	$61.3M	Buy	2,732,257 +265,797	+11%	+$6.04M	0.04%	396
2023 Q2	$56.3M	Sell	2,466,460 -275,723	-10%	-$6.26M	0.04%	404
2023 Q1	$63M	Buy	2,742,183 +240,702	+10%	+$5.48M	0.05%	352
2022 Q4	$55.9M	Buy	2,501,481 +407,150	+19%	+$9.11M	0.05%	365
2022 Q3	$45.7M	Buy	2,094,331 +174,144	+9%	+$4.01M	0.04%	375
2022 Q2	$43.1M	Buy	1,920,187 +306,259	+19%	+$7.28M	0.04%	379
2022 Q1	$40.5M	Sell	1,613,928 -12,475	-0.8%	-$319K	0.03%	412
2021 Q4	$43.2M	Sell	1,626,403 -192,175	-11%	-$5.1M	0.04%	397
2021 Q3	$48.7M	Buy	1,818,578 +810,311	+80%	+$21.7M	0.05%	351
2021 Q2	$27.1M	Buy	1,008,267 +51,805	+5%	+$1.38M	0.03%	480
2021 Q1	$25.4M	Buy	956,462 +443,072	+86%	+$11.7M	0.03%	460
2020 Q4	$13.6M	Buy	513,390 +392,021	+323%	+$10.1M	0.02%	612
2020 Q3	$3.07M	Buy	121,369 +14,954	+14%	+$378K	﹤0.01%	1210
2020 Q2	$2.61M	Buy	106,415 +33,032	+45%	+$790K	﹤0.01%	1208
2020 Q1	$1.66M	Buy	73,383 +61,756	+531%	+$1.56M	﹤0.01%	1314
2019 Q4	$306K	Buy	+11,627	New	+$303K	﹤0.01%	2761
2013 Q4	–	Sell	-9,509	Closed	-$243K	–	2692
2013 Q3	$243K	Sell	9,509 -2,199	-19%	-$55.6K	﹤0.01%	2178
2013 Q2	$298K	Buy	+11,708	New	+$308K	﹤0.01%	1912

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial's SPHY Position: Q2 2026 in Review

LPL Financial increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 5.4% in Q2 2026, buying an estimated $11.9M and bringing the position to 9,808,661 shares worth $230M. The position accounts for 0.05% of the portfolio, ranked #352.

LPL Financial first reported a position in SPHY in Q2 2013 and has held it in 29 quarters since. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

LPL Financial held 9,808,661 shares of State Street SPDR Portfolio High Yield Bond ETF worth $230M as of Q2 2026.
LPL Financial bought 506,467 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $11.9M.
State Street SPDR Portfolio High Yield Bond ETF made up 0.05% of LPL Financial's portfolio in Q2 2026, its #352 holding.
LPL Financial first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2013 and has held it in 29 quarters since.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.