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Ocean Park Asset Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Ocean Park Asset Management’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 		$143M Buy
6,080,823
+2,116,024
+53% +$49.6M 6.86% 5
2026
Q1 		$92.5M Buy
3,964,799
+52,573
+1% +$1.24M 5.34% 6
2025
Q4 		$92.6M Buy
3,912,226
+164,126
+4% +$3.89M 4.35% 6
2025
Q3 		$89.7M Sell
3,748,100
-6,745,476
-64% -$160M 3.7% 7
2025
Q2 		$246M Hold
10,493,576
– – 8.72% 3
2025
Q1 		$246M Buy
10,493,576
+3,079,200
+42% +$72.8M 8.72% 3
2024
Q4 		$174M Buy
7,414,376
+1,482,085
+25% +$35.2M 5.92% 6
2024
Q3 		$143M Buy
5,932,291
+2,357,887
+66% +$55.6M 6.26% 5
2024
Q2 		$83M Buy
3,574,404
+536,100
+18% +$12.4M 3.94% 6
2024
Q1 		$71.3M Buy
3,038,304
+1,024,228
+51% +$23.9M 3.36% 7
2023
Q4 		$47.1M Buy
2,014,076
+554,476
+38% +$12.5M 2.31% 11
2023
Q3 		$32.7M Buy
+1,459,600
New +$33.2M 1.46% 11

Other funds holding SPHY

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $219M AUM 20.01% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
AAMC
Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return
CMP
Christine Messmer PC Collegeville, Pennsylvania $177M AUM
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
HFS
Horizon Financial Services Winston Salem, North Carolina $261M AUM 16.81% 1-Year Est. Return

Ocean Park Asset Management's SPHY Position: Q2 2026 in Review

Ocean Park Asset Management increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 53% in Q2 2026, buying an estimated $49.6M and bringing the position to 6,080,823 shares worth $143M. The position accounts for 6.86% of the portfolio, ranked #5.

Ocean Park Asset Management first reported a position in SPHY in Q3 2023 and has held it in 12 quarters since. The position peaked at $246M in Q2 2025. 135 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Ocean Park Asset Management held 6,080,823 shares of State Street SPDR Portfolio High Yield Bond ETF worth $143M as of Q2 2026.
  • Ocean Park Asset Management bought 2,116,024 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $49.6M.
  • State Street SPDR Portfolio High Yield Bond ETF made up 6.86% of Ocean Park Asset Management's portfolio in Q2 2026, its #5 holding.
  • Ocean Park Asset Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Ocean Park Asset Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $246M in Q2 2025.
  • 135 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Ocean Park Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.