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Phillips Financial Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Phillips Financial Management’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 		$271K Sell
11,570
-77
-0.7% -$1.8K 0.02% 173
2026
Q1 		$272K Sell
11,647
-105
-0.9% -$2.48K 0.02% 170
2025
Q4 		$278K Sell
11,752
-2,609
-18% -$61.9K 0.02% 175
2025
Q3 		$344K Hold
14,361
– – 0.02% 161
2025
Q2 		$342K Hold
14,361
– – 0.02% 156
2025
Q1 		$336K Buy
14,361
+210
+1% +$4.96K 0.03% 153
2024
Q4 		$332K Sell
14,151
-1,282
-8% -$30.4K 0.03% 145
2024
Q3 		$371K Buy
15,433
+1,282
+9% +$30.3K 0.03% 144
2024
Q2 		$329K Sell
14,151
-371
-3% -$8.6K 0.03% 149
2024
Q1 		$341K Buy
14,522
+556
+4% +$13K 0.03% 149
2023
Q4 		$327K Sell
13,966
-3,351
-19% -$75.7K 0.03% 147
2023
Q3 		$388K Buy
17,317
+396
+2% +$9K 0.04% 133
2023
Q2 		$386K Hold
16,921
– – 0.04% 135
2023
Q1 		$389K Buy
16,921
+5,279
+45% +$120K 0.04% 130
2022
Q4 		$260K Buy
11,642
+3,247
+39% +$72.7K 0.03% 135
2022
Q3 		$183K Buy
+8,395
New +$193K 0.02% 144

Other funds holding SPHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Neuberger Berman Group
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

Phillips Financial Management's SPHY Position: Q2 2026 in Review

Phillips Financial Management reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 0.66% in Q2 2026, selling an estimated $1.8K and leaving 11,570 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #173.

Phillips Financial Management first reported a position in SPHY in Q3 2022 and has held it in 16 quarters since. The position peaked at $389K in Q1 2023. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Phillips Financial Management held 11,570 shares of State Street SPDR Portfolio High Yield Bond ETF worth $271K as of Q2 2026.
  • Phillips Financial Management sold 77 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $1.8K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.02% of Phillips Financial Management's portfolio in Q2 2026, its #173 holding.
  • Phillips Financial Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Phillips Financial Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $389K in Q1 2023.
  • 558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.