Stephens Inc’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Stephens Inc’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	$4.23M	Buy	180,273 +20,899	+13%	+$490K	0.05%	332
2026 Q1	$3.72M	Buy	159,374 +5,824	+4%	+$137K	0.05%	348
2025 Q4	$3.63M	Buy	153,550 +29,942	+24%	+$710K	0.05%	362
2025 Q3	$2.96M	Buy	123,608 +42,769	+53%	+$1.02M	0.04%	398
2025 Q2	$1.92M	Buy	80,839 +609	+0.8%	+$14.2K	0.03%	474
2025 Q1	$1.88M	Buy	80,230 +20,955	+35%	+$495K	0.03%	476
2024 Q4	$1.39M	Buy	59,275 +12,587	+27%	+$299K	0.02%	523
2024 Q3	$1.12M	Buy	46,688 +1,691	+4%	+$39.9K	0.02%	574
2024 Q2	$1.05M	Buy	44,997 +8,615	+24%	+$200K	0.02%	577
2024 Q1	$854K	Buy	36,382 +21,388	+143%	+$499K	0.01%	627
2023 Q4	$351K	Buy	+14,994	New	+$339K	0.01%	876

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

Stephens Inc's SPHY Position: Q2 2026 in Review

Stephens Inc increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 13% in Q2 2026, buying an estimated $490K and bringing the position to 180,273 shares worth $4.23M. The position accounts for 0.05% of the portfolio, ranked #332.

Stephens Inc first reported a position in SPHY in Q4 2023 and has held it in 11 quarters since. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Stephens Inc held 180,273 shares of State Street SPDR Portfolio High Yield Bond ETF worth $4.23M as of Q2 2026.
Stephens Inc bought 20,899 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $490K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.05% of Stephens Inc's portfolio in Q2 2026, its #332 holding.
Stephens Inc first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2023 and has held it in 11 quarters since.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.