Timonier Family Office’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Timonier Family Office’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	$2.84M	Buy	+121,121	New	+$2.84M	0.8%	21
2025 Q4	$2.55M	Buy	107,883 +10,100	+10%	+$239K	0.81%	21
2025 Q3	$2.34M	Buy	97,783 +9,407	+11%	+$223K	0.77%	22
2025 Q2	$2.1M	Buy	88,376 +14,906	+20%	+$347K	0.79%	23
2025 Q1	$1.72M	Buy	73,470 +25,197	+52%	+$595K	0.76%	22
2024 Q4	$1.13M	Buy	+48,273	New	+$1.15M	0.58%	25

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

Timonier Family Office's SPHY Position: Q2 2026 in Review

Timonier Family Office opened a new position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2026: 121,121 shares worth $2.84M. The stake represents 0.8% of the portfolio and ranks #21 among its holdings. This is a return to the name: Timonier Family Office previously reported a position in SPHY as recently as Q4 2025.

Timonier Family Office first reported a position in SPHY in Q4 2024 and has held it in 6 quarters since. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Timonier Family Office held 121,121 shares of State Street SPDR Portfolio High Yield Bond ETF worth $2.84M as of Q2 2026.
State Street SPDR Portfolio High Yield Bond ETF was a new Timonier Family Office position in Q2 2026.
State Street SPDR Portfolio High Yield Bond ETF made up 0.8% of Timonier Family Office's portfolio in Q2 2026, its #21 holding.
Timonier Family Office first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and has held it in 6 quarters since.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Timonier Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.