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

Northeast 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 		$10M Buy
429,967
+109,480
+34% +$2.58M 2.48% 16
2025
Q4 		$7.59M Buy
320,487
+73,961
+30% +$1.75M 1.72% 22
2025
Q3 		$5.9M Buy
246,526
+232,162
+1,616% +$5.51M 1.47% 23
2025
Q2 		$342K Buy
+14,364
New +$334K 0.1% 66

Other funds holding SPHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Northeast Financial Group increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 34% in Q1 2026, buying an estimated $2.58M and bringing the position to 429,967 shares worth $10M. The position accounts for 2.48% of the portfolio, ranked #16.

Northeast Financial Group first reported a position in SPHY in Q2 2025 and has held it in 4 quarters since. 528 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

  • Northeast Financial Group held 429,967 shares of State Street SPDR Portfolio High Yield Bond ETF worth $10M as of Q1 2026.
  • Northeast Financial Group bought 109,480 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $2.58M.
  • State Street SPDR Portfolio High Yield Bond ETF made up 2.48% of Northeast Financial Group's portfolio in Q1 2026, its #16 holding.
  • Northeast Financial Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 528 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

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