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Lynx Investment Advisory’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Lynx Investment Advisory’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
Q1 		$373K Buy
15,999
+626
+4% +$14.8K 0.18% 125
2025
Q4 		$364K Buy
15,373
+2,765
+22% +$65.5K 0.2% 115
2025
Q3 		$302K Buy
12,608
+522
+4% +$12.4K 0.18% 122
2025
Q2 		$288K Buy
12,086
+710
+6% +$16.5K 0.19% 121
2025
Q1 		$266K Sell
11,376
-1,434
-11% -$33.9K 0.18% 121
2024
Q4 		$301K Buy
12,810
+476
+4% +$11.3K 0.21% 112
2024
Q3 		$297K Buy
12,334
+1,972
+19% +$46.5K 0.21% 106
2024
Q2 		$241K Buy
+10,362
New +$240K 0.18% 115

Other funds holding SPHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Lynx Investment Advisory's SPHY Position: Q1 2026 in Review

Lynx Investment Advisory increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 4.1% in Q1 2026, buying an estimated $14.8K and bringing the position to 15,999 shares worth $373K. The position accounts for 0.18% of the portfolio, ranked #125.

Lynx Investment Advisory first reported a position in SPHY in Q2 2024 and has held it in 8 quarters since. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

  • Lynx Investment Advisory held 15,999 shares of State Street SPDR Portfolio High Yield Bond ETF worth $373K as of Q1 2026.
  • Lynx Investment Advisory bought 626 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $14.8K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.18% of Lynx Investment Advisory's portfolio in Q1 2026, its #125 holding.
  • Lynx Investment Advisory first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Lynx Investment Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.