Root Financial Partners’s State Street SPDR Portfolio High Yield Bond Index ETF SPHY Stock Holding History

Root Financial 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 Q3	$20.6K	Buy	+913	New	+$21.2K	﹤0.01%	1540
2026 Q2	–	Sell	-56	Closed	-$1.31K	–	2778
2026 Q1	$1.31K	Buy	+56	New	+$1.32K	﹤0.01%	2492
2025 Q4	–	Sell	-116	Closed	-$2.78K	–	2517
2025 Q3	$2.78K	Buy	+116	New	+$2.76K	﹤0.01%	1904

Other funds holding SPHY

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Root Financial Partners's SPHY Position: Q3 2026 in Review

Root Financial Partners opened a new position in State Street SPDR Portfolio High Yield Bond Index ETF (SPHY) in Q3 2026: 913 shares worth $20.6K. The stake represents ﹤0.01% of the portfolio and ranks #1540 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SPHY as recently as Q1 2026.

Root Financial Partners first reported a position in SPHY in Q3 2025 and has held it in 3 quarters since. 377 funds tracked by Wall St. Rank hold SPHY as of Q3 2026.

Root Financial Partners held 913 shares of State Street SPDR Portfolio High Yield Bond Index ETF worth $20.6K as of Q3 2026.
State Street SPDR Portfolio High Yield Bond Index ETF was a new Root Financial Partners position in Q3 2026.
State Street SPDR Portfolio High Yield Bond Index ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1540 holding.
Root Financial Partners first reported a position in State Street SPDR Portfolio High Yield Bond Index ETF in Q3 2025 and has held it in 3 quarters since.
377 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond Index ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.