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

UBS Group’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 		$35M Buy
1,493,971
+127,782
+9% +$2.99M ﹤0.01% 2098
2026
Q1 		$31.9M Buy
1,366,189
+423,638
+45% +$10M ﹤0.01% 2101
2025
Q4 		$22.3M Buy
942,551
+266,029
+39% +$6.31M ﹤0.01% 2485
2025
Q3 		$16.2M Buy
676,522
+364,692
+117% +$8.66M ﹤0.01% 2795
2025
Q2 		$7.42M Buy
311,830
+5,821
+2% +$135K ﹤0.01% 3441
2025
Q1 		$7.17M Buy
306,009
+15,340
+5% +$363K ﹤0.01% 3411
2024
Q4 		$6.82M Buy
290,669
+3,590
+1% +$85.2K ﹤0.01% 3494
2024
Q3 		$6.9M Buy
287,079
+37,547
+15% +$886K ﹤0.01% 2742
2024
Q2 		$5.8M Buy
249,532
+13,592
+6% +$315K ﹤0.01% 2718
2024
Q1 		$5.54M Buy
235,940
+100,117
+74% +$2.34M ﹤0.01% 2862
2023
Q4 		$3.18M Buy
135,823
+128,604
+1,781% +$2.91M ﹤0.01% 3298
2023
Q3 		$162K Buy
7,219
+7,006
+3,289% +$159K ﹤0.01% 5512
2023
Q2 		$4.87K Hold
213
– – ﹤0.01% 7494
2023
Q1 		$4.89K Sell
213
-386
-64% -$8.79K ﹤0.01% 8125
2022
Q4 		$13.4K Sell
599
-818
-58% -$18.3K ﹤0.01% 8175
2022
Q3 		$31K Buy
1,417
+1,296
+1,071% +$29.8K ﹤0.01% 6843
2022
Q2 		$3K Buy
+121
New +$2.88K ﹤0.01% 9362
2022
Q1 		– Sell
-2,999
Closed -$80K – 10853
2021
Q4 		$80K Buy
+2,999
New +$79.5K ﹤0.01% 6503
2020
Q2 		– Sell
-1,895
Closed -$42K – 8333
2020
Q1 		$42K Sell
1,895
-34,213
-95% -$865K ﹤0.01% 5972
2019
Q4 		$952K Sell
36,108
-28,513
-44% -$743K ﹤0.01% 4267
2019
Q3 		$1.69M Buy
64,621
+2,461
+4% +$64.1K ﹤0.01% 3462
2019
Q2 		$1.63M Buy
62,160
+20,344
+49% +$528K ﹤0.01% 3339
2019
Q1 		$1.09M Sell
41,816
-2,701
-6% -$68.7K ﹤0.01% 3516
2018
Q4 		$1.1M Sell
44,517
-30,223
-40% -$755K ﹤0.01% 3594
2018
Q3 		$1.91M Sell
74,740
-25,653
-26% -$655K ﹤0.01% 3258
2018
Q2 		$2.54M Sell
100,393
-46,675
-32% -$1.19M ﹤0.01% 2947
2018
Q1 		$3.78M Buy
147,068
+11,976
+9% +$311K ﹤0.01% 2568
2017
Q4 		$3.59M Buy
135,092
+129,434
+2,288% +$3.44M ﹤0.01% 2679
2017
Q3 		$152K Buy
+5,658
New +$150K ﹤0.01% 5039
2017
Q2 		– Sell
-785
Closed -$21K – 7960
2017
Q1 		$21K Buy
+785
New +$20.5K ﹤0.01% 6108
2016
Q3 		– Sell
-180
Closed -$5K – 7913
2016
Q2 		$5K Sell
180
-1,416
-89% -$36.1K ﹤0.01% 7137
2016
Q1 		$40K Buy
1,596
+279
+21% +$6.77K ﹤0.01% 5669
2015
Q4 		$32K Sell
1,317
-14
-1% -$348 ﹤0.01% 6277
2015
Q3 		$33K Buy
1,331
+266
+25% +$6.75K ﹤0.01% 6210
2015
Q2 		$27K Buy
1,065
+547
+106% +$14.3K ﹤0.01% 6596
2015
Q1 		$14K Sell
518
-268
-34% -$7.07K ﹤0.01% 7358
2014
Q4 		$20K Buy
+786
New +$20.6K ﹤0.01% 7682

Other funds holding SPHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
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
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Neuberger Berman Group
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

UBS Group's SPHY Position: Q2 2026 in Review

UBS Group increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 9.4% in Q2 2026, buying an estimated $2.99M and bringing the position to 1,493,971 shares worth $35M. The position accounts for ﹤0.01% of the portfolio, ranked #2098.

UBS Group first reported a position in SPHY in Q4 2014 and has held it in 37 quarters since. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • UBS Group held 1,493,971 shares of State Street SPDR Portfolio High Yield Bond ETF worth $35M as of Q2 2026.
  • UBS Group bought 127,782 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $2.99M.
  • State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2098 holding.
  • UBS Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2014 and has held it in 37 quarters since.
  • 557 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.