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

PlanVest Financial’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 		$86.4K Buy
3,684
+340
+10% +$7.97K 0.06% 169
2026
Q1 		$78K Buy
+3,344
New +$78.9K 0.06% 159

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

PlanVest Financial's SPHY Position: Q2 2026 in Review

PlanVest Financial increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 10% in Q2 2026, buying an estimated $7.97K and bringing the position to 3,684 shares worth $86.4K. The position accounts for 0.06% of the portfolio, ranked #169.

PlanVest Financial first reported a position in SPHY in Q1 2026 and has held it in 2 quarters since. 541 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • PlanVest Financial held 3,684 shares of State Street SPDR Portfolio High Yield Bond ETF worth $86.4K as of Q2 2026.
  • PlanVest Financial bought 340 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $7.97K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.06% of PlanVest Financial's portfolio in Q2 2026, its #169 holding.
  • PlanVest Financial first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 541 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.