LVZ Inc’s State Street SPDR Portfolio High Yield Bond Index ETF SPHY Stock Holding History

LVZ Inc’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	$2.24M	Buy	99,083 +1,745	+2%	+$40.5K	0.23%	32
2026 Q2	$2.28M	Buy	97,338 +10,905	+13%	+$256K	0.23%	31
2026 Q1	$2.02M	Buy	86,433 +6,352	+8%	+$150K	0.23%	30
2025 Q4	$1.9M	Buy	+80,081	New	+$1.9M	0.21%	33

Other funds holding SPHY

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LVZ Inc's SPHY Position: Q3 2026 in Review

LVZ Inc increased its State Street SPDR Portfolio High Yield Bond Index ETF (SPHY) stake by 1.8% in Q3 2026, buying an estimated $40.5K and bringing the position to 99,083 shares worth $2.24M. The position accounts for 0.23% of the portfolio, ranked #32.

LVZ Inc first reported a position in SPHY in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.28M in Q2 2026. 333 funds tracked by Wall St. Rank hold SPHY as of Q3 2026.

LVZ Inc held 99,083 shares of State Street SPDR Portfolio High Yield Bond Index ETF worth $2.24M as of Q3 2026.
LVZ Inc bought 1,745 State Street SPDR Portfolio High Yield Bond Index ETF shares in Q3 2026, an estimated $40.5K.
State Street SPDR Portfolio High Yield Bond Index ETF made up 0.23% of LVZ Inc's portfolio in Q3 2026, its #32 holding.
LVZ Inc first reported a position in State Street SPDR Portfolio High Yield Bond Index ETF in Q4 2025 and has held it in 4 quarters since.
LVZ Inc's State Street SPDR Portfolio High Yield Bond Index ETF position peaked at $2.28M in Q2 2026.
333 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond Index ETF as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.