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

Tidemark’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	$20.2K	Buy	861 +834	+3,089%	+$19.5K	﹤0.01%	421
2026 Q1	$630	Hold	27	–	–	﹤0.01%	736
2025 Q4	$639	Hold	27	–	–	﹤0.01%	621
2025 Q3	$646	Hold	27	–	–	﹤0.01%	652
2025 Q2	$643	Hold	27	–	–	﹤0.01%	664
2025 Q1	$632	Buy	+27	New	+$638	﹤0.01%	665
2024 Q4	–	Sell	-27	Closed	-$649	–	676
2024 Q3	$649	Hold	27	–	–	﹤0.01%	589
2024 Q2	$627	Hold	27	–	–	﹤0.01%	581
2024 Q1	$633	Sell	27 -435	-94%	-$10.2K	﹤0.01%	658
2023 Q4	$10.8K	Buy	+462	New	+$10.4K	0.01%	413

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

Tidemark's SPHY Position: Q2 2026 in Review

Tidemark increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 3,089% in Q2 2026, buying an estimated $19.5K and bringing the position to 861 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Tidemark first reported a position in SPHY in Q4 2023 and has held it in 10 quarters since. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Tidemark held 861 shares of State Street SPDR Portfolio High Yield Bond ETF worth $20.2K as of Q2 2026.
Tidemark bought 834 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $19.5K.
State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #421 holding.
Tidemark first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2023 and has held it in 10 quarters since.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.