Pinnacle Bancorp’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Pinnacle Bancorp’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	$335K	Hold	14,370	–	–	0.1%	170
2025 Q4	$340K	Hold	14,370	–	–	0.1%	161
2025 Q3	$344K	Hold	14,370	–	–	0.1%	163
2025 Q2	$342K	Buy	14,370 +2,380	+20%	+$55.4K	0.11%	163
2025 Q1	$281K	Hold	11,990	–	–	0.09%	174
2024 Q4	$281K	Hold	11,990	–	–	0.09%	178
2024 Q3	$288K	Buy	11,990 +2,470	+26%	+$58.3K	0.08%	175
2024 Q2	$221K	Buy	+9,520	New	+$221K	0.07%	191

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

Pinnacle Bancorp's SPHY Position: Q1 2026 in Review

Pinnacle Bancorp held its State Street SPDR Portfolio High Yield Bond ETF (SPHY) position steady in Q1 2026 at 14,370 shares worth $335K. The position accounts for 0.1% of the portfolio, ranked #170.

Pinnacle Bancorp first reported a position in SPHY in Q2 2024 and has held it in 8 quarters since. The position peaked at $344K in Q3 2025. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

Pinnacle Bancorp held 14,370 shares of State Street SPDR Portfolio High Yield Bond ETF worth $335K as of Q1 2026.
Pinnacle Bancorp left its State Street SPDR Portfolio High Yield Bond ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio High Yield Bond ETF made up 0.1% of Pinnacle Bancorp's portfolio in Q1 2026, its #170 holding.
Pinnacle Bancorp first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2024 and has held it in 8 quarters since.
Pinnacle Bancorp's State Street SPDR Portfolio High Yield Bond ETF position peaked at $344K in Q3 2025.
525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Pinnacle Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.