Park Square Financial Group’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Park Square Financial Group’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	$1.71K	Sell	73 -177	-71%	-$4.15K	0.02%	178
2026 Q1	$5.83K	Buy	+250	New	+$5.9K	0.04%	141

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

Park Square Financial Group's SPHY Position: Q2 2026 in Review

Park Square Financial Group reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 71% in Q2 2026, selling an estimated $4.15K and leaving 73 shares worth $1.71K. The position accounts for 0.02% of the portfolio, ranked #178.

Park Square Financial Group first reported a position in SPHY in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.83K in Q1 2026. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Park Square Financial Group held 73 shares of State Street SPDR Portfolio High Yield Bond ETF worth $1.71K as of Q2 2026.
Park Square Financial Group sold 177 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $4.15K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.02% of Park Square Financial Group's portfolio in Q2 2026, its #178 holding.
Park Square Financial Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2026 and has held it in 2 quarters since.
Park Square Financial Group's State Street SPDR Portfolio High Yield Bond ETF position peaked at $5.83K in Q1 2026.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.