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

Richardson Financial 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	$6.19K	Sell	264 -9	-3%	-$211	﹤0.01%	494
2026 Q1	$6.37K	Buy	273 +6	+2%	+$142	﹤0.01%	509
2025 Q4	$6.32K	Buy	267 +9	+3%	+$213	﹤0.01%	506
2025 Q3	$6.18K	Buy	258 +12	+5%	+$285	﹤0.01%	464
2025 Q2	$5.81K	Sell	246 -140	-36%	-$3.26K	﹤0.01%	457
2025 Q1	$9.04K	Sell	386 -84	-18%	-$1.99K	0.01%	390
2024 Q4	$11K	Sell	470 -71	-13%	-$1.69K	0.01%	390
2024 Q3	$12.6K	Hold	541	–	–	0.01%	388
2024 Q2	$12.6K	Buy	541 +24	+5%	+$556	0.01%	369
2024 Q1	$12.1K	Buy	+517	New	+$12.1K	0.01%	387

Other funds holding SPHY

LPL Financial San Diego, California $445B AUM 25.58% 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 Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Richardson Financial Services's SPHY Position: Q2 2026 in Review

Richardson Financial Services reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 3.3% in Q2 2026, selling an estimated $211 and leaving 264 shares worth $6.19K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Richardson Financial Services first reported a position in SPHY in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.6K in Q3 2024. 443 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Richardson Financial Services held 264 shares of State Street SPDR Portfolio High Yield Bond ETF worth $6.19K as of Q2 2026.
Richardson Financial Services sold 9 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $211.
State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of Richardson Financial Services's portfolio in Q2 2026, its #494 holding.
Richardson Financial Services first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2024 and has held it in 10 quarters since.
Richardson Financial Services's State Street SPDR Portfolio High Yield Bond ETF position peaked at $12.6K in Q3 2024.
443 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

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