Michels Family Financial’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Michels Family Financial’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	$3.19M	Buy	136,293 +1,509	+1%	+$35.4K	2.05%	7
2026 Q1	$3.14M	Buy	134,784 +2,817	+2%	+$66.5K	2.27%	7
2025 Q4	$3.12M	Buy	131,967 +7,712	+6%	+$183K	2.29%	7
2025 Q3	$2.97M	Buy	124,255 +4,394	+4%	+$104K	2.32%	7
2025 Q2	$2.85M	Buy	119,861 +3,335	+3%	+$77.6K	2.43%	7
2025 Q1	$2.73M	Buy	116,526 +3,065	+3%	+$72.4K	2.47%	6
2024 Q4	$2.66M	Buy	+113,461	New	+$2.69M	2.44%	6

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

Michels Family Financial's SPHY Position: Q2 2026 in Review

Michels Family Financial increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 1.1% in Q2 2026, buying an estimated $35.4K and bringing the position to 136,293 shares worth $3.19M. The position accounts for 2.05% of the portfolio, ranked #7.

Michels Family Financial first reported a position in SPHY in Q4 2024 and has held it in 7 quarters since. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Michels Family Financial held 136,293 shares of State Street SPDR Portfolio High Yield Bond ETF worth $3.19M as of Q2 2026.
Michels Family Financial bought 1,509 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $35.4K.
State Street SPDR Portfolio High Yield Bond ETF made up 2.05% of Michels Family Financial's portfolio in Q2 2026, its #7 holding.
Michels Family Financial first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.