NFP Retirement Inc’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

NFP Retirement Inc’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	$210K	Sell	8,938 -10,106	-53%	-$237K	0.01%	305
2026 Q1	$444K	Buy	19,044 +3,403	+22%	+$80.3K	0.03%	208
2025 Q4	$370K	Buy	15,641 +4,805	+44%	+$114K	0.02%	231
2025 Q3	$259K	Buy	10,836 +54	+0.5%	+$1.28K	0.02%	260
2025 Q2	$257K	Buy	10,782 +173	+2%	+$4.03K	0.02%	265
2025 Q1	$248K	Sell	10,609 -6,303	-37%	-$149K	0.02%	245
2024 Q4	$397K	Buy	16,912 +1,059	+7%	+$25.1K	0.03%	206
2024 Q3	$381K	Sell	15,853 -2,447	-13%	-$57.7K	0.03%	214
2024 Q2	$425K	Buy	18,300 +489	+3%	+$11.3K	0.04%	196
2024 Q1	$418K	Buy	17,811 +919	+5%	+$21.5K	0.04%	197
2023 Q4	$395K	Buy	16,892 +597	+4%	+$13.5K	0.07%	165
2023 Q3	$365K	Buy	16,295 +592	+4%	+$13.4K	0.07%	168
2023 Q2	$359K	Buy	15,703 +4,435	+39%	+$101K	0.07%	169
2023 Q1	$259K	Buy	+11,268	New	+$257K	0.05%	204

Other funds holding SPHY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

NFP Retirement Inc's SPHY Position: Q2 2026 in Review

NFP Retirement Inc reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 53% in Q2 2026, selling an estimated $237K and leaving 8,938 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #305.

NFP Retirement Inc first reported a position in SPHY in Q1 2023 and has held it in 14 quarters since. The position peaked at $444K in Q1 2026. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

NFP Retirement Inc held 8,938 shares of State Street SPDR Portfolio High Yield Bond ETF worth $210K as of Q2 2026.
NFP Retirement Inc sold 10,106 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $237K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.01% of NFP Retirement Inc's portfolio in Q2 2026, its #305 holding.
NFP Retirement Inc first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2023 and has held it in 14 quarters since.
NFP Retirement Inc's State Street SPDR Portfolio High Yield Bond ETF position peaked at $444K in Q1 2026.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.