MidAtlantic Capital Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

MidAtlantic Capital Management’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	–	Sell	-285	Closed	-$6.75K	–	199
2025 Q4	$6.75K	Buy	+285	New	+$6.76K	﹤0.01%	212
2025 Q1	–	Sell	-267	Closed	-$6.27K	–	202
2024 Q4	$6.27K	Buy	267 +3	+1%	+$71	﹤0.01%	216
2024 Q3	$6.35K	Hold	264	–	–	﹤0.01%	212
2024 Q2	$6.13K	Hold	264	–	–	0.01%	200
2024 Q1	$6.19K	Hold	264	–	–	0.01%	216
2023 Q4	$6.17K	Buy	+264	New	+$5.96K	0.01%	211

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

MidAtlantic Capital Management's SPHY Position: Q1 2026 in Review

MidAtlantic Capital Management sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2026, closing a stake of 285 shares — an estimated $6.75K sold.

MidAtlantic Capital Management first reported a position in SPHY in Q4 2023 and held it in 6 quarters. The position peaked at $6.75K in Q4 2025. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

MidAtlantic Capital Management reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
MidAtlantic Capital Management sold 285 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $6.75K.
MidAtlantic Capital Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2023 and held it in 6 quarters.
MidAtlantic Capital Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $6.75K in Q4 2025.
525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.