Silver Oak Securities’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Silver Oak Securities’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	$1.05M	Buy	44,927 +3,096	+7%	+$72.5K	0.06%	285
2026 Q1	$975K	Sell	41,831 -11,682	-22%	-$276K	0.07%	266
2025 Q4	$1.27M	Sell	53,513 -9,633	-15%	-$228K	0.09%	234
2025 Q3	$1.51M	Buy	63,146 +18,896	+43%	+$449K	0.11%	182
2025 Q2	$1.05M	Buy	44,250 +4,493	+11%	+$105K	0.09%	243
2025 Q1	$931K	Buy	+39,757	New	+$940K	0.09%	251

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

Silver Oak Securities's SPHY Position: Q2 2026 in Review

Silver Oak Securities increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 7.4% in Q2 2026, buying an estimated $72.5K and bringing the position to 44,927 shares worth $1.05M. The position accounts for 0.06% of the portfolio, ranked #285.

Silver Oak Securities first reported a position in SPHY in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.51M in Q3 2025. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Silver Oak Securities held 44,927 shares of State Street SPDR Portfolio High Yield Bond ETF worth $1.05M as of Q2 2026.
Silver Oak Securities bought 3,096 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $72.5K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.06% of Silver Oak Securities's portfolio in Q2 2026, its #285 holding.
Silver Oak Securities first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2025 and has held it in 6 quarters since.
Silver Oak Securities's State Street SPDR Portfolio High Yield Bond ETF position peaked at $1.51M in Q3 2025.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.