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

Newbridge Financial Services 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
Q2 		$31.1K Buy
1,325
+9
+0.7% +$211 ﹤0.01% 602
2026
Q1 		$30.7K Buy
1,316
+5
+0.4% +$118 0.01% 543
2025
Q4 		$31K Buy
1,311
+104
+9% +$2.47K ﹤0.01% 543
2025
Q3 		$28.9K Sell
1,207
-25
-2% -$594 ﹤0.01% 650
2025
Q2 		$29.3K Buy
1,232
+778
+171% +$18.1K ﹤0.01% 620
2025
Q1 		$10.6K Buy
454
+6
+1% +$142 ﹤0.01% 672
2024
Q4 		$10.5K Buy
448
+11
+3% +$261 ﹤0.01% 724
2024
Q3 		$10.5K Buy
437
+8
+2% +$189 ﹤0.01% 424
2024
Q2 		$9.96K Buy
429
+9
+2% +$209 ﹤0.01% 711
2024
Q1 		$9.86K Buy
420
+5
+1% +$117 ﹤0.01% 774
2023
Q4 		$9.7K Buy
415
+11
+3% +$249 ﹤0.01% 743
2023
Q3 		$9.05K Buy
404
+8
+2% +$182 ﹤0.01% 843
2023
Q2 		$9.05K Sell
396
-425
-52% -$9.64K ﹤0.01% 906
2023
Q1 		$18.9K Buy
821
+9
+1% +$205 0.01% 742
2022
Q4 		$18.1K Buy
812
+19
+2% +$425 0.01% 748
2022
Q3 		$17K Buy
793
+12
+2% +$276 0.01% 745
2022
Q2 		$18K Buy
781
+11
+1% +$262 0.01% 691
2022
Q1 		$19K Buy
770
+7
+0.9% +$179 0.01% 749
2021
Q4 		$20K Sell
763
-393
-34% -$10.4K 0.01% 730
2021
Q3 		$31K Buy
1,156
+4
+0.3% +$107 0.02% 547
2021
Q2 		$31K Buy
1,152
+2
+0.2% +$53 0.02% 622
2021
Q1 		$31K Hold
1,150
– – 0.02% 567
2020
Q4 		$30K Buy
1,150
+400
+53% +$10.3K 0.02% 451
2020
Q3 		$19K Buy
+750
New +$19K 0.02% 520

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

Newbridge Financial Services Group's SPHY Position: Q2 2026 in Review

Newbridge Financial Services Group increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 0.68% in Q2 2026, buying an estimated $211 and bringing the position to 1,325 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Newbridge Financial Services Group first reported a position in SPHY in Q3 2020 and has held it in 24 quarters since. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Newbridge Financial Services Group held 1,325 shares of State Street SPDR Portfolio High Yield Bond ETF worth $31.1K as of Q2 2026.
  • Newbridge Financial Services Group bought 9 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $211.
  • State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #602 holding.
  • Newbridge Financial Services Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • 557 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.