Sunbelt Securities’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Sunbelt Securities’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	$174K	Buy	7,459 +49	+0.7%	+$1.16K	0.01%	675
2025 Q4	$175K	Buy	7,410 +99	+1%	+$2.35K	0.01%	682
2025 Q3	$175K	Buy	7,311 +200	+3%	+$4.75K	0.01%	687
2025 Q2	$167K	Sell	7,111 -49	-0.7%	-$1.14K	0.01%	634
2025 Q1	$168K	Buy	7,160 +49	+0.7%	+$1.16K	0.02%	611
2024 Q4	$167K	Buy	7,111 +97	+1%	+$2.3K	0.01%	635
2024 Q3	$169K	Buy	7,014 +74	+1%	+$1.75K	0.02%	640
2024 Q2	$161K	Buy	6,940 +72	+1%	+$1.67K	0.02%	621
2024 Q1	$161K	Buy	+6,868	New	+$160K	0.02%	591
2023 Q3	–	Sell	-13,542	Closed	-$309K	–	1819
2023 Q2	$309K	Buy	+13,542	New	+$307K	0.04%	384

Other funds holding SPHY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Sunbelt Securities's SPHY Position: Q1 2026 in Review

Sunbelt Securities increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 0.66% in Q1 2026, buying an estimated $1.16K and bringing the position to 7,459 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #675.

Sunbelt Securities first reported a position in SPHY in Q2 2023 and has held it in 10 quarters since. The position peaked at $309K in Q2 2023. 528 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

Sunbelt Securities held 7,459 shares of State Street SPDR Portfolio High Yield Bond ETF worth $174K as of Q1 2026.
Sunbelt Securities bought 49 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $1.16K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #675 holding.
Sunbelt Securities first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2023 and has held it in 10 quarters since.
Sunbelt Securities's State Street SPDR Portfolio High Yield Bond ETF position peaked at $309K in Q2 2023.
528 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.