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

Rossby Financial’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	$904K	Buy	38,564 +4,582	+13%	+$107K	0.17%	120
2026 Q1	$790K	Buy	33,982 +21,872	+181%	+$516K	0.16%	122
2025 Q4	$287K	Sell	12,110 -633	-5%	-$15K	0.09%	204
2025 Q3	$304K	Buy	12,743 +1,097	+9%	+$26.1K	0.1%	202
2025 Q2	$277K	Buy	11,646 +55	+0.5%	+$1.28K	0.1%	199
2025 Q1	$270K	Buy	+11,591	New	+$274K	0.11%	183

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

Rossby Financial's SPHY Position: Q2 2026 in Review

Rossby Financial increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 13% in Q2 2026, buying an estimated $107K and bringing the position to 38,564 shares worth $904K. The position accounts for 0.17% of the portfolio, ranked #120.

Rossby Financial first reported a position in SPHY in Q1 2025 and has held it in 6 quarters since. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Rossby Financial held 38,564 shares of State Street SPDR Portfolio High Yield Bond ETF worth $904K as of Q2 2026.
Rossby Financial bought 4,582 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $107K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.17% of Rossby Financial's portfolio in Q2 2026, its #120 holding.
Rossby Financial first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2025 and has held it in 6 quarters since.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.