Quartz Partners’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Quartz Partners’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	$11M	Buy	467,208 +10,462	+2%	+$245K	3.59%	1
2026 Q1	$10.7M	Sell	456,746 -14,897	-3%	-$352K	4.12%	1
2025 Q4	$11.2M	Buy	471,643 +68,739	+17%	+$1.63M	4.15%	1
2025 Q3	$9.65M	Buy	402,904 +196,571	+95%	+$4.67M	3.49%	3
2025 Q2	$4.91M	Buy	206,333 +52,238	+34%	+$1.22M	2.25%	10
2025 Q1	$3.61M	Buy	154,095 +42,148	+38%	+$996K	2.19%	10
2024 Q4	$2.63M	Buy	111,947 +457	+0.4%	+$10.8K	1.6%	15
2024 Q3	$2.68M	Buy	+111,490	New	+$2.63M	1.68%	12

Other funds holding SPHY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Quartz Partners's SPHY Position: Q2 2026 in Review

Quartz Partners increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 2.3% in Q2 2026, buying an estimated $245K and bringing the position to 467,208 shares worth $11M. The position accounts for 3.59% of the portfolio, ranked #1.

Quartz Partners first reported a position in SPHY in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.2M in Q4 2025. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Quartz Partners held 467,208 shares of State Street SPDR Portfolio High Yield Bond ETF worth $11M as of Q2 2026.
Quartz Partners bought 10,462 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $245K.
State Street SPDR Portfolio High Yield Bond ETF made up 3.59% of Quartz Partners's portfolio in Q2 2026, its #1 holding.
Quartz Partners first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2024 and has held it in 8 quarters since.
Quartz Partners's State Street SPDR Portfolio High Yield Bond ETF position peaked at $11.2M 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 Quartz Partners's 13F filing for Q2 2026, filed 10 Aug 2026.