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

Vise Technologies’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 Q1	$326K	Hold	13,772	–	–	0.01%	1099
2025 Q4	$326K	Buy	13,772 +4,604	+50%	+$109K	0.01%	1105
2025 Q3	$219K	Sell	9,168 -2,610	-22%	-$62K	0.01%	1080
2025 Q2	$280K	Buy	+11,778	New	+$274K	0.01%	864
2024 Q4	$226K	Sell	9,641 -320	-3%	-$7.59K	0.02%	717
2024 Q3	$240K	Sell	9,961 -3,267	-25%	-$77.1K	0.03%	522
2024 Q2	$307K	Buy	13,228 +60	+0.5%	+$1.39K	0.05%	308
2024 Q1	$309K	Sell	13,168 -1,856	-12%	-$43.3K	0.06%	284
2023 Q4	$351K	Buy	15,024 +991	+7%	+$22.4K	0.08%	240
2023 Q3	$315K	Sell	14,033 -1,198	-8%	-$27.2K	0.08%	232
2023 Q2	$348K	Sell	15,231 -1,008	-6%	-$22.9K	0.08%	226
2023 Q1	$373K	Sell	16,239 -876	-5%	-$20K	0.1%	205
2022 Q4	$382K	Buy	17,115 +5,248	+44%	+$117K	0.12%	189
2022 Q3	$259K	Buy	+11,867	New	+$273K	0.1%	238

Other funds holding SPHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Vise Technologies's SPHY Position: Q1 2026 in Review

Vise Technologies held its State Street SPDR Portfolio High Yield Bond ETF (SPHY) position steady in Q1 2026 at 13,772 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #1099.

Vise Technologies first reported a position in SPHY in Q3 2022 and has held it in 14 quarters since. The position peaked at $382K in Q4 2022. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

Vise Technologies held 13,772 shares of State Street SPDR Portfolio High Yield Bond ETF worth $326K as of Q1 2026.
Vise Technologies left its State Street SPDR Portfolio High Yield Bond ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio High Yield Bond ETF made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #1099 holding.
Vise Technologies first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2022 and has held it in 14 quarters since.
Vise Technologies's State Street SPDR Portfolio High Yield Bond ETF position peaked at $382K in Q4 2022.
525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.