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MOTCO’s State Street SPDR Portfolio High Yield Bond Index 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
Q3 		$542 Hold
24
– – ﹤0.01% 702
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

State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

MOTCO's SPHY Position: Q3 2026 in Review

MOTCO held its State Street SPDR Portfolio High Yield Bond Index ETF (SPHY) position steady in Q3 2026 at 24 shares worth $542. The position accounts for ﹤0.01% of the portfolio, ranked #702.

MOTCO first reported a position in SPHY in Q4 2025 and has held it in 4 quarters since. The position peaked at $21.8K in Q1 2026. 378 funds tracked by Wall St. Rank hold SPHY as of Q3 2026.

  • MOTCO held 24 shares of State Street SPDR Portfolio High Yield Bond Index ETF worth $542 as of Q3 2026.
  • MOTCO left its State Street SPDR Portfolio High Yield Bond Index ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio High Yield Bond Index ETF made up ﹤0.01% of MOTCO's portfolio in Q3 2026, its #702 holding.
  • MOTCO first reported a position in State Street SPDR Portfolio High Yield Bond Index ETF in Q4 2025 and has held it in 4 quarters since.
  • MOTCO's State Street SPDR Portfolio High Yield Bond Index ETF position peaked at $21.8K in Q1 2026.
  • 378 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond Index ETF as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.