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

Marmo 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 Q1	$4.91M	Sell	210,426 -3,482	-2%	-$82.2K	2.43%	11
2025 Q4	$5.06M	Buy	213,908 +3,190	+2%	+$75.6K	2.4%	11
2025 Q3	$5.04M	Buy	210,718 +5,483	+3%	+$130K	2.44%	11
2025 Q2	$4.88M	Buy	205,235 +2,156	+1%	+$50.2K	2.43%	13
2025 Q1	$4.76M	Buy	203,079 +88,069	+77%	+$2.08M	2.6%	13
2024 Q4	$2.7M	Buy	115,010 +2,204	+2%	+$52.3K	1.46%	16
2024 Q3	$2.71M	Buy	112,806 +13,885	+14%	+$328K	1.45%	16
2024 Q2	$2.3M	Buy	98,921 +26,441	+36%	+$613K	1.39%	16
2024 Q1	$1.7M	Buy	+72,480	New	+$1.69M	1.03%	18

Other funds holding SPHY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 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

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

Marmo Financial Group's SPHY Position: Q1 2026 in Review

Marmo Financial Group reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 1.6% in Q1 2026, selling an estimated $82.2K and leaving 210,426 shares worth $4.91M. The position accounts for 2.43% of the portfolio, ranked #11.

Marmo Financial Group first reported a position in SPHY in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.06M in Q4 2025. 528 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

Marmo Financial Group held 210,426 shares of State Street SPDR Portfolio High Yield Bond ETF worth $4.91M as of Q1 2026.
Marmo Financial Group sold 3,482 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $82.2K.
State Street SPDR Portfolio High Yield Bond ETF made up 2.43% of Marmo Financial Group's portfolio in Q1 2026, its #11 holding.
Marmo Financial Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2024 and has held it in 9 quarters since.
Marmo Financial Group's State Street SPDR Portfolio High Yield Bond ETF position peaked at $5.06M in Q4 2025.
528 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Marmo Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.