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Stonebridge Financial Planning Group’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Stonebridge Financial Planning Group’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 		$5.92M Buy
252,723
+2,529
+1% +$59.3K 1.89% 9
2026
Q1 		$5.83M Buy
250,194
+16,620
+7% +$392K 2.14% 6
2025
Q4 		$5.53M Buy
233,574
+31,497
+16% +$747K 2% 8
2025
Q3 		$4.84M Buy
202,077
+69,190
+52% +$1.64M 1.82% 9
2025
Q2 		$3.16M Buy
132,887
+42,698
+47% +$994K 1.32% 16
2025
Q1 		$2.11M Buy
90,189
+30,256
+50% +$715K 0.96% 32
2024
Q4 		$1.41M Buy
59,933
+9,319
+18% +$221K 0.63% 47
2024
Q3 		$1.22M Sell
50,614
-2,230
-4% -$52.6K 0.58% 51
2024
Q2 		$1.23M Sell
52,844
-5,467
-9% -$127K 0.62% 46
2024
Q1 		$1.37M Sell
58,311
-5,967
-9% -$139K 0.72% 42
2023
Q4 		$1.5M Sell
64,278
-47,950
-43% -$1.08M 0.86% 33
2023
Q3 		$2.52M Sell
112,228
-5,705
-5% -$130K 1.61% 12
2023
Q2 		$2.69M Buy
117,933
+65,354
+124% +$1.48M 1.64% 14
2023
Q1 		$1.21M Buy
52,579
+8,397
+19% +$191K 0.78% 41
2022
Q4 		$987K Buy
44,182
+8,944
+25% +$200K 0.66% 51
2022
Q3 		$769K Buy
+35,238
New +$811K 0.54% 56

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

Stonebridge Financial Planning Group's SPHY Position: Q2 2026 in Review

Stonebridge Financial Planning Group increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 1% in Q2 2026, buying an estimated $59.3K and bringing the position to 252,723 shares worth $5.92M. The position accounts for 1.89% of the portfolio, ranked #9.

Stonebridge Financial Planning Group first reported a position in SPHY in Q3 2022 and has held it in 16 quarters since. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Stonebridge Financial Planning Group held 252,723 shares of State Street SPDR Portfolio High Yield Bond ETF worth $5.92M as of Q2 2026.
  • Stonebridge Financial Planning Group bought 2,529 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $59.3K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 1.89% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #9 holding.
  • Stonebridge Financial Planning Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.