&Partners’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

&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	$8.55M	Buy	366,120 +80,390	+28%	+$1.9M	0.04%	370
2025 Q4	$6.76M	Sell	285,730 -26,109	-8%	-$619K	0.04%	402
2025 Q3	$7.47M	Buy	311,839 +61,529	+25%	+$1.46M	0.05%	329
2025 Q2	$5.94M	Buy	250,310 +25,595	+11%	+$596K	0.05%	328
2025 Q1	$5.26M	Buy	224,715 +30,645	+16%	+$724K	0.06%	286
2024 Q4	$4.58M	Buy	194,070 +117,921	+155%	+$2.8M	0.06%	294
2024 Q3	$1.83M	Buy	76,149 +67,530	+784%	+$1.59M	0.04%	379
2024 Q2	$200K	Buy	+8,619	New	+$200K	0.01%	854

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

&Partners's SPHY Position: Q1 2026 in Review

&Partners increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 28% in Q1 2026, buying an estimated $1.9M and bringing the position to 366,120 shares worth $8.55M. The position accounts for 0.04% of the portfolio, ranked #370.

&Partners first reported a position in SPHY in Q2 2024 and has held it in 8 quarters since. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

&Partners held 366,120 shares of State Street SPDR Portfolio High Yield Bond ETF worth $8.55M as of Q1 2026.
&Partners bought 80,390 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $1.9M.
State Street SPDR Portfolio High Yield Bond ETF made up 0.04% of &Partners's portfolio in Q1 2026, its #370 holding.
&Partners first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2024 and has held it in 8 quarters since.
525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.