Stifel Financial
SPHY icon

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

Stifel Financial’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 		$9.34M Buy
398,460
+3,352
+0.8% +$78.5K 0.01% 1059
2026
Q1 		$9.21M Buy
395,108
+38,324
+11% +$904K 0.01% 1003
2025
Q4 		$8.45M Buy
356,784
+43,933
+14% +$1.04M 0.01% 1043
2025
Q3 		$7.49M Sell
312,851
-10,001
-3% -$237K 0.01% 1080
2025
Q2 		$7.68M Sell
322,852
-1,624,244
-83% -$37.8M 0.01% 1019
2025
Q1 		$45.6M Buy
1,947,096
+110,377
+6% +$2.61M 0.05% 343
2024
Q4 		$43.1M Buy
1,836,719
+72,725
+4% +$1.73M 0.04% 354
2024
Q3 		$42.4M Buy
1,763,994
+1,544,102
+702% +$36.4M 0.04% 358
2024
Q2 		$5.11M Buy
219,892
+4,342
+2% +$101K 0.01% 1113
2024
Q1 		$5.06M Buy
215,550
+89,692
+71% +$2.09M 0.01% 1134
2023
Q4 		$2.94M Buy
125,858
+9,527
+8% +$215K ﹤0.01% 1415
2023
Q3 		$2.61M Buy
116,331
+5,538
+5% +$126K ﹤0.01% 1413
2023
Q2 		$2.53M Sell
110,793
-1,154
-1% -$26.2K ﹤0.01% 1451
2023
Q1 		$2.57M Sell
111,947
-989
-0.9% -$22.5K ﹤0.01% 1411
2022
Q4 		$2.52M Buy
112,936
+63,054
+126% +$1.41M ﹤0.01% 1352
2022
Q3 		$1.09M Sell
49,882
-16,829
-25% -$387K ﹤0.01% 1918
2022
Q2 		$1.5M Sell
66,711
-212,163
-76% -$5.04M ﹤0.01% 1699
2022
Q1 		$7M Buy
278,874
+70,730
+34% +$1.81M 0.01% 883
2021
Q4 		$5.53M Sell
208,144
-15,757
-7% -$418K 0.01% 1021
2021
Q3 		$5.99M Buy
223,901
+120,619
+117% +$3.23M 0.01% 921
2021
Q2 		$2.78M Buy
103,282
+67,351
+187% +$1.79M ﹤0.01% 1389
2021
Q1 		$954K Buy
+35,931
New +$953K ﹤0.01% 2020

Other funds holding SPHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Neuberger Berman Group
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

Stifel Financial's SPHY Position: Q2 2026 in Review

Stifel Financial increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 0.85% in Q2 2026, buying an estimated $78.5K and bringing the position to 398,460 shares worth $9.34M. The position accounts for 0.01% of the portfolio, ranked #1059.

Stifel Financial first reported a position in SPHY in Q1 2021 and has held it in 22 quarters since. The position peaked at $45.6M in Q1 2025. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Stifel Financial held 398,460 shares of State Street SPDR Portfolio High Yield Bond ETF worth $9.34M as of Q2 2026.
  • Stifel Financial bought 3,352 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $78.5K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1059 holding.
  • Stifel Financial first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Stifel Financial's State Street SPDR Portfolio High Yield Bond ETF position peaked at $45.6M in Q1 2025.
  • 557 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.