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MOTCO’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

MOTCO’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 		$563 Sell
24
-911
-97% -$21.3K ﹤0.01% 662
2026
Q1 		$21.8K Buy
935
+892
+2,074% +$21K ﹤0.01% 405
2025
Q4 		$1.02K Buy
+43
New +$1.02K ﹤0.01% 586

Other funds holding SPHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Neuberger Berman Group
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

MOTCO's SPHY Position: Q2 2026 in Review

MOTCO reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 97% in Q2 2026, selling an estimated $21.3K and leaving 24 shares worth $563. The position accounts for ﹤0.01% of the portfolio, ranked #662.

MOTCO first reported a position in SPHY in Q4 2025 and has held it in 3 quarters since. The position peaked at $21.8K in Q1 2026. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • MOTCO held 24 shares of State Street SPDR Portfolio High Yield Bond ETF worth $563 as of Q2 2026.
  • MOTCO sold 911 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $21.3K.
  • State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #662 holding.
  • MOTCO first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • MOTCO's State Street SPDR Portfolio High Yield Bond ETF position peaked at $21.8K in Q1 2026.
  • 558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.