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 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 $1.37T AUM 24.88% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Stephens Inc's SPHY Position: Q1 2026 in Review

Stephens Inc increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 3.8% in Q1 2026, buying an estimated $137K and bringing the position to 159,374 shares worth $3.72M. The position accounts for 0.05% of the portfolio, ranked #348.

Stephens Inc first reported a position in SPHY in Q4 2023 and has held it in 10 quarters since. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

Stephens Inc held 159,374 shares of State Street SPDR Portfolio High Yield Bond ETF worth $3.72M as of Q1 2026.
Stephens Inc bought 5,824 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $137K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.05% of Stephens Inc's portfolio in Q1 2026, its #348 holding.
Stephens Inc first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2023 and has held it in 10 quarters since.
525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.