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Synergy Investment Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Synergy Investment Management’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 		$108K Buy
+4,663
New +$109K 0.03% 247

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

Synergy Investment Management's SPHY Position: Q2 2026 in Review

Synergy Investment Management opened a new position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2026: 4,663 shares worth $108K. The stake represents 0.03% of the portfolio and ranks #247 among its holdings.

555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Synergy Investment Management held 4,663 shares of State Street SPDR Portfolio High Yield Bond ETF worth $108K as of Q2 2026.
  • State Street SPDR Portfolio High Yield Bond ETF was a new Synergy Investment Management position in Q2 2026.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.03% of Synergy Investment Management's portfolio in Q2 2026, its #247 holding.
  • 555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.