Old Point Trust & Financial Services N A’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Old Point Trust & Financial Services N A’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	$3.14M	Buy	134,155 +18,221	+16%	+$427K	0.95%	35
2026 Q1	$2.7M	Buy	115,934 +20,371	+21%	+$481K	0.87%	36
2025 Q4	$2.26M	Buy	95,563 +20,361	+27%	+$483K	0.71%	41
2025 Q3	$1.8M	Buy	75,202 +24,755	+49%	+$588K	0.58%	42
2025 Q2	$1.2M	Buy	50,447 +15,611	+45%	+$363K	0.42%	51
2025 Q1	$816K	Buy	34,836 +32,422	+1,343%	+$766K	0.29%	69
2024 Q4	$56.7K	Buy	+2,414	New	+$57.3K	0.02%	174

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

Old Point Trust & Financial Services N A's SPHY Position: Q2 2026 in Review

Old Point Trust & Financial Services N A increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 16% in Q2 2026, buying an estimated $427K and bringing the position to 134,155 shares worth $3.14M. The position accounts for 0.95% of the portfolio, ranked #35.

Old Point Trust & Financial Services N A first reported a position in SPHY in Q4 2024 and has held it in 7 quarters since. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Old Point Trust & Financial Services N A held 134,155 shares of State Street SPDR Portfolio High Yield Bond ETF worth $3.14M as of Q2 2026.
Old Point Trust & Financial Services N A bought 18,221 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $427K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.95% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #35 holding.
Old Point Trust & Financial Services N A first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.