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

Nikulski Financial’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	$2.06M	Buy	88,026 +2,540	+3%	+$59.5K	0.45%	63
2026 Q1	$1.99M	Buy	85,486 +833	+1%	+$19.7K	0.49%	63
2025 Q4	$2M	Buy	84,653 +5,865	+7%	+$139K	0.48%	61
2025 Q3	$1.89M	Buy	78,788 +1,406	+2%	+$33.4K	0.47%	54
2025 Q2	$1.84M	Buy	77,382 +1,213	+2%	+$28.2K	0.5%	55
2025 Q1	$1.78M	Sell	76,169 -1,055	-1%	-$24.9K	0.54%	54
2024 Q4	$1.81M	Sell	77,224 -2,978	-4%	-$70.7K	0.53%	54
2024 Q3	$1.93M	Buy	80,202 +1,016	+1%	+$24K	0.58%	48
2024 Q2	$1.84M	Sell	79,186 -4,120	-5%	-$95.5K	0.59%	46
2024 Q1	$1.95M	Buy	83,306 +1,831	+2%	+$42.7K	0.65%	43
2023 Q4	$1.9M	Buy	81,475 +2,350	+3%	+$53.1K	0.7%	39
2023 Q3	$1.77M	Buy	79,125 +1,910	+2%	+$43.4K	0.73%	38
2023 Q2	$1.76M	Buy	77,215 +15,485	+25%	+$351K	0.73%	39
2023 Q1	$1.42M	Buy	+61,730	New	+$1.41M	0.63%	44

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

Nikulski Financial's SPHY Position: Q2 2026 in Review

Nikulski Financial increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 3% in Q2 2026, buying an estimated $59.5K and bringing the position to 88,026 shares worth $2.06M. The position accounts for 0.45% of the portfolio, ranked #63.

Nikulski Financial first reported a position in SPHY in Q1 2023 and has held it in 14 quarters since. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Nikulski Financial held 88,026 shares of State Street SPDR Portfolio High Yield Bond ETF worth $2.06M as of Q2 2026.
Nikulski Financial bought 2,540 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $59.5K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.45% of Nikulski Financial's portfolio in Q2 2026, its #63 holding.
Nikulski Financial first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2023 and has held it in 14 quarters since.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.