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Pinnacle Wealth Planning Services’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Pinnacle Wealth Planning Services’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 		$27.3K Hold
1,164
– – ﹤0.01% 1634
2026
Q1 		$27.1K Hold
1,164
– – ﹤0.01% 1533
2025
Q4 		$27.6K Buy
+1,164
New +$27.6K ﹤0.01% 1564

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

Pinnacle Wealth Planning Services's SPHY Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its State Street SPDR Portfolio High Yield Bond ETF (SPHY) position steady in Q2 2026 at 1,164 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

Pinnacle Wealth Planning Services first reported a position in SPHY in Q4 2025 and has held it in 3 quarters since. The position peaked at $27.6K in Q4 2025. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,164 shares of State Street SPDR Portfolio High Yield Bond ETF worth $27.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its State Street SPDR Portfolio High Yield Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1634 holding.
  • Pinnacle Wealth Planning Services first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's State Street SPDR Portfolio High Yield Bond ETF position peaked at $27.6K in Q4 2025.
  • 558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.