Sound Stewardship’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Sound Stewardship’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	$2.45M	Buy	104,502 +6,725	+7%	+$158K	1.01%	21
2026 Q1	$2.28M	Buy	97,777 +3,951	+4%	+$93.2K	1.04%	22
2025 Q4	$2.22M	Buy	93,826 +3,317	+4%	+$78.6K	1.06%	21
2025 Q3	$2.17M	Buy	90,509 +4,043	+5%	+$96K	1.04%	21
2025 Q2	$2.06M	Buy	86,466 +3,713	+4%	+$86.4K	1.06%	21
2025 Q1	$1.94M	Buy	82,753 +67	+0.1%	+$1.58K	1.1%	21
2024 Q4	$1.94M	Buy	82,686 +4,868	+6%	+$115K	1.15%	20
2024 Q3	$1.87M	Buy	77,818 +3,895	+5%	+$91.9K	1.05%	21
2024 Q2	$1.72M	Buy	73,923 +6,651	+10%	+$154K	1.04%	22
2024 Q1	$1.58M	Buy	+67,272	New	+$1.57M	0.96%	23

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

Sound Stewardship's SPHY Position: Q2 2026 in Review

Sound Stewardship increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 6.9% in Q2 2026, buying an estimated $158K and bringing the position to 104,502 shares worth $2.45M. The position accounts for 1.01% of the portfolio, ranked #21.

Sound Stewardship first reported a position in SPHY in Q1 2024 and has held it in 10 quarters since. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Sound Stewardship held 104,502 shares of State Street SPDR Portfolio High Yield Bond ETF worth $2.45M as of Q2 2026.
Sound Stewardship bought 6,725 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $158K.
State Street SPDR Portfolio High Yield Bond ETF made up 1.01% of Sound Stewardship's portfolio in Q2 2026, its #21 holding.
Sound Stewardship first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2024 and has held it in 10 quarters since.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Sound Stewardship's 13F filing for Q2 2026, filed 13 Jul 2026.