Obermeyer Wealth Partners’s State Street SPDR Portfolio High Yield Bond 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 Q1	$228K	Hold	9,795	–	–	0.01%	278
2025 Q4	$232K	Buy	+9,795	New	+$232K	0.01%	265

Other funds holding SPHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Obermeyer Wealth Partners's SPHY Position: Q1 2026 in Review

Obermeyer Wealth Partners held its State Street SPDR Portfolio High Yield Bond ETF (SPHY) position steady in Q1 2026 at 9,795 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #278.

Obermeyer Wealth Partners first reported a position in SPHY in Q4 2025 and has held it in 2 quarters since. The position peaked at $232K in Q4 2025. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

Obermeyer Wealth Partners held 9,795 shares of State Street SPDR Portfolio High Yield Bond ETF worth $228K as of Q1 2026.
Obermeyer Wealth Partners left its State Street SPDR Portfolio High Yield Bond ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio High Yield Bond ETF made up 0.01% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #278 holding.
Obermeyer Wealth Partners first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2025 and has held it in 2 quarters since.
Obermeyer Wealth Partners's State Street SPDR Portfolio High Yield Bond ETF position peaked at $232K in Q4 2025.
525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.