NorthStar Asset Management (New Jersey)’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

NorthStar Asset Management (New Jersey)’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	$553K	Buy	23,581 +6,987	+42%	+$164K	0.22%	55
2026 Q1	$387K	Sell	16,594 -1,464	-8%	-$34.5K	0.19%	70
2025 Q4	$427K	Buy	18,058 +2,932	+19%	+$69.5K	0.19%	67
2025 Q3	$362K	Buy	15,126 +1,900	+14%	+$45.1K	0.17%	72
2025 Q2	$315K	Buy	13,226 +3,835	+41%	+$89.2K	0.17%	73
2025 Q1	$220K	Buy	9,391 +290	+3%	+$6.85K	0.14%	83
2024 Q4	$214K	Buy	9,101 +636	+8%	+$15.1K	0.14%	81
2024 Q3	$204K	Buy	+8,465	New	+$200K	0.14%	79

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

NorthStar Asset Management (New Jersey)'s SPHY Position: Q2 2026 in Review

NorthStar Asset Management (New Jersey) increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 42% in Q2 2026, buying an estimated $164K and bringing the position to 23,581 shares worth $553K. The position accounts for 0.22% of the portfolio, ranked #55.

NorthStar Asset Management (New Jersey) first reported a position in SPHY in Q3 2024 and has held it in 8 quarters since. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

NorthStar Asset Management (New Jersey) held 23,581 shares of State Street SPDR Portfolio High Yield Bond ETF worth $553K as of Q2 2026.
NorthStar Asset Management (New Jersey) bought 6,987 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $164K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.22% of NorthStar Asset Management (New Jersey)'s portfolio in Q2 2026, its #55 holding.
NorthStar Asset Management (New Jersey) first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2024 and has held it in 8 quarters since.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q2 2026, filed 5 Aug 2026.