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

Summit 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 		$2.75M Buy
117,493
+32,189
+38% +$754K 0.03% 530
2026
Q1 		$1.99M Buy
85,304
+57,018
+202% +$1.35M 0.03% 578
2025
Q4 		$670K Buy
28,286
+976
+4% +$23.1K 0.01% 795
2025
Q3 		$654K Buy
+27,310
New +$649K 0.01% 791

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

Summit Financial's SPHY Position: Q2 2026 in Review

Summit Financial increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 38% in Q2 2026, buying an estimated $754K and bringing the position to 117,493 shares worth $2.75M. The position accounts for 0.03% of the portfolio, ranked #530.

Summit Financial first reported a position in SPHY in Q3 2025 and has held it in 4 quarters since. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Summit Financial held 117,493 shares of State Street SPDR Portfolio High Yield Bond ETF worth $2.75M as of Q2 2026.
  • Summit Financial bought 32,189 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $754K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #530 holding.
  • Summit Financial first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

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