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Nations Financial Group’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Nations Financial Group’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 		$994K Buy
42,621
+7,084
+20% +$167K 0.05% 364
2025
Q4 		$841K Buy
35,537
+3,586
+11% +$85K 0.04% 396
2025
Q3 		$765K Sell
31,951
-59,948
-65% -$1.42M 0.05% 388
2025
Q2 		$2.19M Buy
91,899
+7,042
+8% +$164K 0.15% 168
2025
Q1 		$1.99M Buy
+84,857
New +$2.01M 0.15% 165

Other funds holding SPHY

Bank of America
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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Nations Financial Group's SPHY Position: Q1 2026 in Review

Nations Financial Group increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 20% in Q1 2026, buying an estimated $167K and bringing the position to 42,621 shares worth $994K. The position accounts for 0.05% of the portfolio, ranked #364.

Nations Financial Group first reported a position in SPHY in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.19M in Q2 2025. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

  • Nations Financial Group held 42,621 shares of State Street SPDR Portfolio High Yield Bond ETF worth $994K as of Q1 2026.
  • Nations Financial Group bought 7,084 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $167K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.05% of Nations Financial Group's portfolio in Q1 2026, its #364 holding.
  • Nations Financial Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Nations Financial Group's State Street SPDR Portfolio High Yield Bond ETF position peaked at $2.19M in Q2 2025.
  • 525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Nations Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.