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

Tompkins Financial’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
2025
Q4 		– Sell
-2,212
Closed -$53K – 662
2025
Q3 		$53K Hold
2,212
– – ﹤0.01% 318
2025
Q2 		$52.6K Hold
2,212
– – ﹤0.01% 315
2025
Q1 		$51.8K Hold
2,212
– – 0.01% 324
2024
Q4 		$51.9K Hold
2,212
– – ﹤0.01% 317
2024
Q3 		$53.2K Hold
2,212
– – 0.01% 325
2024
Q2 		$51.4K Hold
2,212
– – 0.01% 336
2024
Q1 		$51.9K Hold
2,212
– – 0.01% 347
2023
Q4 		$51.7K Hold
2,212
– – 0.01% 335
2023
Q3 		$49.6K Hold
2,212
– – 0.01% 322
2023
Q2 		$50.5K Hold
2,212
– – 0.01% 333
2023
Q1 		$50.8K Hold
2,212
– – 0.01% 332
2022
Q4 		$49K Hold
2,212
– – 0.01% 339
2022
Q3 		$48K Hold
2,212
– – 0.01% 332
2022
Q2 		$50K Sell
2,212
-149
-6% -$3.54K 0.01% 328
2022
Q1 		$59K Hold
2,361
– – 0.01% 336
2021
Q4 		$63K Buy
+2,361
New +$62.6K 0.01% 208

Other funds holding SPHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Tompkins Financial's SPHY Position: Q4 2025 in Review

Tompkins Financial sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q4 2025, closing a stake of 2,212 shares — an estimated $53K sold.

Tompkins Financial first reported a position in SPHY in Q4 2021 and held it in 16 quarters. The position peaked at $63K in Q4 2021. 535 funds tracked by Wall St. Rank hold SPHY as of Q4 2025.

  • Tompkins Financial reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Tompkins Financial sold 2,212 State Street SPDR Portfolio High Yield Bond ETF shares in Q4 2025, an estimated $53K.
  • Tompkins Financial first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2021 and held it in 16 quarters.
  • Tompkins Financial's State Street SPDR Portfolio High Yield Bond ETF position peaked at $63K in Q4 2021.
  • 535 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q4 2025.

Based on Tompkins Financial's 13F filing for Q4 2025, filed 8 Jan 2026.