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 Q3	$345K	Buy	15,251 +881	+6%	+$20.4K	0.09%	182
2026 Q2	$337K	Hold	14,370	–	–	0.09%	185
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

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Cornerstone Enterprises Appleton, Wisconsin $171M AUM 14.17% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return

Financial Futures Brielle, New Jersey $270M AUM 12.01% 1-Year Est. Return

Pinnacle Bancorp's SPHY Position: Q3 2026 in Review

Pinnacle Bancorp increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 6.1% in Q3 2026, buying an estimated $20.4K and bringing the position to 15,251 shares worth $345K. The position accounts for 0.09% of the portfolio, ranked #182.

Pinnacle Bancorp first reported a position in SPHY in Q2 2024 and has held it in 10 quarters since. 133 funds tracked by Wall St. Rank hold SPHY as of Q3 2026.

Pinnacle Bancorp held 15,251 shares of State Street SPDR Portfolio High Yield Bond ETF worth $345K as of Q3 2026.
Pinnacle Bancorp bought 881 State Street SPDR Portfolio High Yield Bond ETF shares in Q3 2026, an estimated $20.4K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.09% of Pinnacle Bancorp's portfolio in Q3 2026, its #182 holding.
Pinnacle Bancorp first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2024 and has held it in 10 quarters since.
133 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.