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

Principal Financial Group’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 		– Sell
-1,088,550
Closed -$25.8M – 2283
2025
Q4 		$25.8M Hold
1,088,550
– – 0.01% 745
2025
Q3 		$26.1M Sell
1,088,550
-1,057,530
-49% -$25.1M 0.01% 721
2025
Q2 		$51.1M Buy
+2,146,080
New +$49.9M 0.03% 448

Other funds holding SPHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Principal Financial Group's SPHY Position: Q1 2026 in Review

Principal Financial Group sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2026, closing a stake of 1,088,550 shares — an estimated $25.8M sold.

Principal Financial Group first reported a position in SPHY in Q2 2025 and held it in 3 quarters. The position peaked at $51.1M in Q2 2025. 527 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

  • Principal Financial Group reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Principal Financial Group sold 1,088,550 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $25.8M.
  • Principal Financial Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2025 and held it in 3 quarters.
  • Principal Financial Group's State Street SPDR Portfolio High Yield Bond ETF position peaked at $51.1M in Q2 2025.
  • 527 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.