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 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	+$2.75K	﹤0.01%	1904

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

Root Financial Partners's SPHY Position: Q2 2026 in Review

Root Financial Partners sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2026, closing a stake of 56 shares — an estimated $1.31K sold.

Root Financial Partners first reported a position in SPHY in Q3 2025 and held it in 2 quarters. The position peaked at $2.78K in Q3 2025. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Root Financial Partners reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 56 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $1.31K.
Root Financial Partners first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2025 and held it in 2 quarters.
Root Financial Partners's State Street SPDR Portfolio High Yield Bond ETF position peaked at $2.78K in Q3 2025.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.