Root Financial Partners’s State Street SPDR Portfolio High Yield Bond 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 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	+$2.75K	﹤0.01%	1904

Other funds holding SPHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Root Financial Partners's SPHY Position: Q1 2026 in Review

Root Financial Partners opened a new position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2026: 56 shares worth $1.31K. The stake represents ﹤0.01% of the portfolio and ranks #2492 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SPHY as recently as Q3 2025.

Root Financial Partners first reported a position in SPHY in Q3 2025 and has held it in 2 quarters since. The position peaked at $2.78K in Q3 2025. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

Root Financial Partners held 56 shares of State Street SPDR Portfolio High Yield Bond ETF worth $1.31K as of Q1 2026.
State Street SPDR Portfolio High Yield Bond ETF was a new Root Financial Partners position in Q1 2026.
State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2492 holding.
Root Financial Partners first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2025 and has held it in 2 quarters since.
Root Financial Partners's State Street SPDR Portfolio High Yield Bond ETF position peaked at $2.78K in Q3 2025.
525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.