Safe Harbor Fiduciary’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Safe Harbor Fiduciary’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	–	Sell	-123	Closed	-$2.91K	–	171
2025 Q4	$2.91K	Buy	+123	New	+$2.92K	﹤0.01%	187
2025 Q2	$2.5K	Buy	105 +4	+4%	+$93	﹤0.01%	195
2025 Q1	$2.37K	Sell	101 -49	-33%	-$1.16K	﹤0.01%	183
2024 Q4	$3.52K	Sell	150 -9	-6%	-$214	﹤0.01%	151
2024 Q3	$3.82K	Buy	+159	New	+$3.75K	﹤0.01%	159

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

Safe Harbor Fiduciary's SPHY Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2026, closing a stake of 123 shares — an estimated $2.91K sold.

Safe Harbor Fiduciary first reported a position in SPHY in Q3 2024 and held it in 5 quarters. The position peaked at $3.82K in Q3 2024. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

Safe Harbor Fiduciary reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
Safe Harbor Fiduciary sold 123 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $2.91K.
Safe Harbor Fiduciary first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2024 and held it in 5 quarters.
Safe Harbor Fiduciary's State Street SPDR Portfolio High Yield Bond ETF position peaked at $3.82K in Q3 2024.
525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.