Tempus Wealth Planning’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Tempus Wealth 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	$1.23M	Buy	+52,438	New	+$1.23M	0.24%	109
2026 Q1	–	Sell	-60,468	Closed	-$1.43M	–	288
2025 Q4	$1.43M	Hold	60,468	–	–	0.33%	86
2025 Q3	$1.45M	Hold	60,468	–	–	0.33%	84
2025 Q2	$1.44M	Buy	+60,468	New	+$1.41M	0.36%	77

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

Tempus Wealth Planning's SPHY Position: Q2 2026 in Review

Tempus Wealth Planning opened a new position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2026: 52,438 shares worth $1.23M. The stake represents 0.24% of the portfolio and ranks #109 among its holdings. This is a return to the name: Tempus Wealth Planning previously reported a position in SPHY as recently as Q4 2025.

Tempus Wealth Planning first reported a position in SPHY in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.45M in Q3 2025. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Tempus Wealth Planning held 52,438 shares of State Street SPDR Portfolio High Yield Bond ETF worth $1.23M as of Q2 2026.
State Street SPDR Portfolio High Yield Bond ETF was a new Tempus Wealth Planning position in Q2 2026.
State Street SPDR Portfolio High Yield Bond ETF made up 0.24% of Tempus Wealth Planning's portfolio in Q2 2026, its #109 holding.
Tempus Wealth Planning first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2025 and has held it in 4 quarters since.
Tempus Wealth Planning's State Street SPDR Portfolio High Yield Bond ETF position peaked at $1.45M in Q3 2025.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.