Obermeyer Wealth Partners’s State Street SPDR Portfolio High Yield Bond Index ETF SPHY Stock Holding History

Obermeyer Wealth Partners’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 Q3	$221K	Hold	9,795	–	–	0.01%	281
2026 Q2	$230K	Hold	9,795	–	–	0.01%	284
2026 Q1	$228K	Hold	9,795	–	–	0.01%	278
2025 Q4	$232K	Buy	+9,795	New	+$232K	0.01%	265

Other funds holding SPHY

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Obermeyer Wealth Partners's SPHY Position: Q3 2026 in Review

Obermeyer Wealth Partners held its State Street SPDR Portfolio High Yield Bond Index ETF (SPHY) position steady in Q3 2026 at 9,795 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #281.

Obermeyer Wealth Partners first reported a position in SPHY in Q4 2025 and has held it in 4 quarters since. The position peaked at $232K in Q4 2025. 390 funds tracked by Wall St. Rank hold SPHY as of Q3 2026.

Obermeyer Wealth Partners held 9,795 shares of State Street SPDR Portfolio High Yield Bond Index ETF worth $221K as of Q3 2026.
Obermeyer Wealth Partners left its State Street SPDR Portfolio High Yield Bond Index ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio High Yield Bond Index ETF made up 0.01% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #281 holding.
Obermeyer Wealth Partners first reported a position in State Street SPDR Portfolio High Yield Bond Index ETF in Q4 2025 and has held it in 4 quarters since.
Obermeyer Wealth Partners's State Street SPDR Portfolio High Yield Bond Index ETF position peaked at $232K in Q4 2025.
390 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond Index ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.