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Patriot Financial Group Insurance Agency’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Patriot Financial Group Insurance Agency’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 		$239K Buy
+10,214
New +$239K 0.02% 440
2024
Q1 		– Sell
-9,233
Closed -$216K – 509
2023
Q4 		$216K Buy
+9,233
New +$209K 0.04% 409
2022
Q1 		– Sell
-759
Closed -$20K – 2232
2021
Q4 		$20K Buy
+759
New +$20.1K ﹤0.01% 1229
2020
Q4 		– Sell
-25
Closed -$1K – 1990
2020
Q3 		$1K Sell
25
-5
-17% -$126 ﹤0.01% 1606
2020
Q2 		$1K Sell
30
-35
-54% -$837 ﹤0.01% 1583
2020
Q1 		$1K Buy
+65
New +$1.64K ﹤0.01% 1493

Other funds holding SPHY

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.34B AUM 25.19% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SPHY Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency opened a new position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2026: 10,214 shares worth $239K. The stake represents 0.02% of the portfolio and ranks #440 among its holdings. This is a return to the name: Patriot Financial Group Insurance Agency previously reported a position in SPHY as recently as Q4 2023.

Patriot Financial Group Insurance Agency first reported a position in SPHY in Q1 2020 and has held it in 6 quarters since. 302 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 10,214 shares of State Street SPDR Portfolio High Yield Bond ETF worth $239K as of Q2 2026.
  • State Street SPDR Portfolio High Yield Bond ETF was a new Patriot Financial Group Insurance Agency position in Q2 2026.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.02% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #440 holding.
  • Patriot Financial Group Insurance Agency first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2020 and has held it in 6 quarters since.
  • 302 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.