Tucker Asset Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Tucker Asset 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	–	Sell	-311	Closed	-$7.25K	–	452
2026 Q1	$7.25K	Sell	311 -1,023	-77%	-$24.1K	﹤0.01%	306
2025 Q4	$31.6K	Buy	1,334 +332	+33%	+$7.87K	0.01%	382
2025 Q3	$24K	Sell	1,002 -283	-22%	-$6.72K	0.01%	228
2025 Q2	$30.6K	Hold	1,285	–	–	0.01%	184
2025 Q1	$30.1K	Buy	1,285 +584	+83%	+$13.8K	0.01%	186
2024 Q4	$16.5K	Hold	701	–	–	﹤0.01%	612
2024 Q3	$16.9K	Buy	+701	New	+$16.5K	﹤0.01%	583
2022 Q4	–	Sell	-21	Closed	-$470	–	914
2022 Q3	$470	Buy	+21	New	+$483	﹤0.01%	745

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

Tucker Asset Management's SPHY Position: Q2 2026 in Review

Tucker Asset Management sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2026, closing a stake of 311 shares — an estimated $7.25K sold.

Tucker Asset Management first reported a position in SPHY in Q3 2022 and held it in 8 quarters. The position peaked at $31.6K in Q4 2025. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Tucker Asset Management reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2026 after selling out during the quarter.
Tucker Asset Management sold 311 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $7.25K.
Tucker Asset Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2022 and held it in 8 quarters.
Tucker Asset Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $31.6K in Q4 2025.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.