&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 Q2	$8.35M	Sell	356,045 -10,075	-3%	-$236K	0.03%	435
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 $1.55T 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

&Partners's SPHY Position: Q2 2026 in Review

&Partners reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 2.8% in Q2 2026, selling an estimated $236K and leaving 356,045 shares worth $8.35M. The position accounts for 0.03% of the portfolio, ranked #435.

&Partners first reported a position in SPHY in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.55M in Q1 2026. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

&Partners held 356,045 shares of State Street SPDR Portfolio High Yield Bond ETF worth $8.35M as of Q2 2026.
&Partners sold 10,075 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $236K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.03% of &Partners's portfolio in Q2 2026, its #435 holding.
&Partners first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2024 and has held it in 9 quarters since.
&Partners's State Street SPDR Portfolio High Yield Bond ETF position peaked at $8.55M in Q1 2026.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.