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

Merit 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 Q2	$8.93M	Buy	380,909 +47,212	+14%	+$1.11M	0.05%	279
2026 Q1	$7.78M	Buy	333,697 +159,260	+91%	+$3.76M	0.06%	286
2025 Q4	$4.13M	Buy	174,437 +5,941	+4%	+$141K	0.03%	405
2025 Q3	$4.03M	Buy	168,496 +8,656	+5%	+$206K	0.04%	359
2025 Q2	$3.8M	Buy	159,840 +8,339	+6%	+$194K	0.04%	342
2025 Q1	$3.55M	Buy	+151,501	New	+$3.58M	0.05%	278
2023 Q4	–	Sell	-11,077	Closed	-$248K	–	824
2023 Q3	$248K	Buy	11,077 +457	+4%	+$10.4K	0.01%	640
2023 Q2	$243K	Sell	10,620 -4,103	-28%	-$93.1K	0.01%	653
2023 Q1	$338K	Sell	14,723 -182	-1%	-$4.15K	0.01%	483
2022 Q4	$333K	Buy	+14,905	New	+$334K	0.01%	519

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

Merit Financial Group's SPHY Position: Q2 2026 in Review

Merit Financial Group increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 14% in Q2 2026, buying an estimated $1.11M and bringing the position to 380,909 shares worth $8.93M. The position accounts for 0.05% of the portfolio, ranked #279.

Merit Financial Group first reported a position in SPHY in Q4 2022 and has held it in 10 quarters since. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Merit Financial Group held 380,909 shares of State Street SPDR Portfolio High Yield Bond ETF worth $8.93M as of Q2 2026.
Merit Financial Group bought 47,212 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $1.11M.
State Street SPDR Portfolio High Yield Bond ETF made up 0.05% of Merit Financial Group's portfolio in Q2 2026, its #279 holding.
Merit Financial Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2022 and has held it in 10 quarters since.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.