SSI Investment Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

SSI Investment Management’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	$13.7M	Buy	584,134 +325,155	+126%	+$7.62M	0.8%	27
2026 Q1	$6.04M	Sell	258,979 -75,747	-23%	-$1.79M	0.42%	85
2025 Q4	$7.92M	Buy	+334,726	New	+$7.94M	0.54%	60

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

SSI Investment Management's SPHY Position: Q2 2026 in Review

SSI Investment Management increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 126% in Q2 2026, buying an estimated $7.62M and bringing the position to 584,134 shares worth $13.7M. The position accounts for 0.8% of the portfolio, ranked #27.

SSI Investment Management first reported a position in SPHY in Q4 2025 and has held it in 3 quarters since. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

SSI Investment Management held 584,134 shares of State Street SPDR Portfolio High Yield Bond ETF worth $13.7M as of Q2 2026.
SSI Investment Management bought 325,155 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $7.62M.
State Street SPDR Portfolio High Yield Bond ETF made up 0.8% of SSI Investment Management's portfolio in Q2 2026, its #27 holding.
SSI Investment Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on SSI Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.