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

Sowell 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	$206K	Sell	8,799 -642	-7%	-$15K	0.01%	1073
2026 Q1	$220K	Buy	9,441 +923	+11%	+$21.8K	0.01%	994
2025 Q4	$202K	Sell	8,518 -225	-3%	-$5.33K	0.01%	1039
2025 Q3	$209K	Sell	8,743 -377	-4%	-$8.95K	0.01%	987
2025 Q2	$217K	Sell	9,120 -4,303	-32%	-$100K	0.01%	925
2025 Q1	$314K	Buy	13,423 +2,667	+25%	+$63K	0.01%	743
2024 Q4	$252K	Sell	10,756 -31,507	-75%	-$748K	0.01%	481
2024 Q3	$1.02M	Buy	42,263 +27,376	+184%	+$646K	0.05%	338
2024 Q2	$346K	Sell	14,887 -553	-4%	-$12.8K	0.02%	479
2024 Q1	$362K	Buy	15,440 +798	+5%	+$18.6K	0.02%	495
2023 Q4	$342K	Buy	+14,642	New	+$331K	0.02%	477
2021 Q2	–	Sell	-2,475	Closed	-$66K	–	2403
2021 Q1	$66K	Buy	2,475 +409	+20%	+$10.8K	﹤0.01%	1538
2020 Q4	$55K	Buy	2,066 +155	+8%	+$4.01K	﹤0.01%	1359
2020 Q3	$48K	Buy	1,911 +8	+0.4%	+$202	﹤0.01%	1225
2020 Q2	$47K	Buy	1,903 +285	+18%	+$6.81K	﹤0.01%	1177
2020 Q1	$36K	Buy	+1,618	New	+$40.9K	﹤0.01%	1165

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

Sowell Financial Services's SPHY Position: Q2 2026 in Review

Sowell Financial Services reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 6.8% in Q2 2026, selling an estimated $15K and leaving 8,799 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #1073.

Sowell Financial Services first reported a position in SPHY in Q1 2020 and has held it in 16 quarters since. The position peaked at $1.02M in Q3 2024. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Sowell Financial Services held 8,799 shares of State Street SPDR Portfolio High Yield Bond ETF worth $206K as of Q2 2026.
Sowell Financial Services sold 642 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $15K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1073 holding.
Sowell Financial Services first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2020 and has held it in 16 quarters since.
Sowell Financial Services's State Street SPDR Portfolio High Yield Bond ETF position peaked at $1.02M in Q3 2024.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.