MGO One Seven’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

MGO One Seven’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	$14.1M	Sell	603,913 -11,738	-2%	-$277K	0.28%	72
2025 Q4	$14.6M	Sell	615,651 -24,023	-4%	-$570K	0.3%	66
2025 Q3	$15.3M	Buy	639,674 +60,789	+11%	+$1.44M	0.35%	52
2025 Q2	$13.8M	Buy	578,885 +53,404	+10%	+$1.24M	0.44%	42
2025 Q1	$12.3M	Buy	525,481 +163,839	+45%	+$3.87M	0.48%	42
2024 Q4	$8.49M	Buy	361,642 +144,873	+67%	+$3.44M	0.32%	58
2024 Q3	$5.21M	Buy	216,769 +78,516	+57%	+$1.85M	0.23%	109
2024 Q2	$3.21M	Buy	138,253 +127,986	+1,247%	+$2.97M	0.15%	150
2024 Q1	$241K	Buy	+10,267	New	+$240K	0.01%	790
2023 Q3	–	Sell	-12,084	Closed	-$276K	–	886
2023 Q2	$276K	Buy	+12,084	New	+$274K	0.03%	626

Other funds holding SPHY

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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

MGO One Seven's SPHY Position: Q1 2026 in Review

MGO One Seven reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 1.9% in Q1 2026, selling an estimated $277K and leaving 603,913 shares worth $14.1M. The position accounts for 0.28% of the portfolio, ranked #72.

MGO One Seven first reported a position in SPHY in Q2 2023 and has held it in 10 quarters since. The position peaked at $15.3M in Q3 2025. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

MGO One Seven held 603,913 shares of State Street SPDR Portfolio High Yield Bond ETF worth $14.1M as of Q1 2026.
MGO One Seven sold 11,738 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $277K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.28% of MGO One Seven's portfolio in Q1 2026, its #72 holding.
MGO One Seven first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2023 and has held it in 10 quarters since.
MGO One Seven's State Street SPDR Portfolio High Yield Bond ETF position peaked at $15.3M in Q3 2025.
525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on MGO One Seven's 13F filing for Q1 2026, filed 14 May 2026.