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

Symphony Financial Services’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	$1.36M	Buy	58,075 +200	+0.3%	+$4.69K	0.61%	27
2026 Q1	$1.35M	Buy	57,875 +1,875	+3%	+$44.2K	0.69%	28
2025 Q4	$1.33M	Buy	56,000 +4,675	+9%	+$111K	0.68%	28
2025 Q3	$1.23M	Buy	51,325 +41,025	+398%	+$974K	0.66%	25
2025 Q2	$250K	Hold	10,300	–	–	0.15%	72
2025 Q1	$241K	Sell	10,300 -700	-6%	-$16.5K	0.16%	68
2024 Q4	$258K	Sell	11,000 -4,750	-30%	-$113K	0.21%	63
2024 Q3	$265K	Buy	15,750 +4,750	+43%	+$112K	0.23%	63
2024 Q2	$637K	Buy	+11,000	New	+$255K	0.55%	36

Other funds holding SPHY

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

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 San Francisco, California $617B AUM 30.33% 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

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

Symphony Financial Services's SPHY Position: Q2 2026 in Review

Symphony Financial Services increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 0.35% in Q2 2026, buying an estimated $4.69K and bringing the position to 58,075 shares worth $1.36M. The position accounts for 0.61% of the portfolio, ranked #27.

Symphony Financial Services first reported a position in SPHY in Q2 2024 and has held it in 9 quarters since. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Symphony Financial Services held 58,075 shares of State Street SPDR Portfolio High Yield Bond ETF worth $1.36M as of Q2 2026.
Symphony Financial Services bought 200 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $4.69K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.61% of Symphony Financial Services's portfolio in Q2 2026, its #27 holding.
Symphony Financial Services first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2024 and has held it in 9 quarters since.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.