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

Strategic Financial Planning’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 		$1.35M Buy
+57,588
New +$1.35M 0.71% 25
2026
Q1 		– Sell
-54,972
Closed -$1.31M – 54
2025
Q4 		$1.31M Buy
54,972
+671
+1% +$15.9K 0.74% 25
2025
Q3 		$1.3M Sell
54,301
-858
-2% -$20.4K 0.75% 24
2025
Q2 		$1.31M Sell
55,159
-227,761
-81% -$5.3M 0.82% 23
2025
Q1 		$6.63M Buy
282,920
+612
+0.2% +$14.5K 4.57% 8
2024
Q4 		$6.63M Buy
282,308
+8,912
+3% +$211K 4.52% 7
2024
Q3 		$6.58M Buy
273,396
+12,362
+5% +$292K 4.35% 8
2024
Q2 		$6.06M Buy
261,034
+13,786
+6% +$319K 4.37% 8
2024
Q1 		$5.8M Buy
247,248
+4,675
+2% +$109K 4.34% 8
2023
Q4 		$5.67M Buy
242,573
+17,149
+8% +$387K 4.43% 8
2023
Q3 		$5.05M Buy
225,424
+11,559
+5% +$263K 4.65% 7
2023
Q2 		$4.88M Buy
213,865
+1,279
+0.6% +$29K 4.32% 8
2023
Q1 		$4.89M Buy
212,586
+5,087
+2% +$116K 4.46% 8
2022
Q4 		$4.64M Sell
207,499
-3,793
-2% -$84.9K 4.49% 8
2022
Q3 		$4.61M Buy
211,292
+3,483
+2% +$80.2K 4.8% 8
2022
Q2 		$4.67M Buy
207,809
+8,327
+4% +$198K 4.49% 9
2022
Q1 		$5.01M Buy
199,482
+137,237
+220% +$3.51M 4.16% 10
2021
Q4 		$1.65M Buy
+62,245
New +$1.65M 1.19% 20

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

Strategic Financial Planning's SPHY Position: Q2 2026 in Review

Strategic Financial Planning opened a new position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2026: 57,588 shares worth $1.35M. The stake represents 0.71% of the portfolio and ranks #25 among its holdings. This is a return to the name: Strategic Financial Planning previously reported a position in SPHY as recently as Q4 2025.

Strategic Financial Planning first reported a position in SPHY in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.63M in Q4 2024. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Strategic Financial Planning held 57,588 shares of State Street SPDR Portfolio High Yield Bond ETF worth $1.35M as of Q2 2026.
  • State Street SPDR Portfolio High Yield Bond ETF was a new Strategic Financial Planning position in Q2 2026.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.71% of Strategic Financial Planning's portfolio in Q2 2026, its #25 holding.
  • Strategic Financial Planning first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Strategic Financial Planning's State Street SPDR Portfolio High Yield Bond ETF position peaked at $6.63M in Q4 2024.
  • 555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.