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

S&A 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 		$11.3M Buy
483,315
+55,932
+13% +$1.31M 6.92% 2
2026
Q1 		$9.97M Buy
+427,383
New +$10.1M 6.85% 2

Other funds holding SPHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Neuberger Berman Group
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

S&A Financial Services's SPHY Position: Q2 2026 in Review

S&A Financial Services increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 13% in Q2 2026, buying an estimated $1.31M and bringing the position to 483,315 shares worth $11.3M. The position accounts for 6.92% of the portfolio, ranked #2.

S&A Financial Services first reported a position in SPHY in Q1 2026 and has held it in 2 quarters since. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • S&A Financial Services held 483,315 shares of State Street SPDR Portfolio High Yield Bond ETF worth $11.3M as of Q2 2026.
  • S&A Financial Services bought 55,932 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $1.31M.
  • State Street SPDR Portfolio High Yield Bond ETF made up 6.92% of S&A Financial Services's portfolio in Q2 2026, its #2 holding.
  • S&A Financial Services first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.