Westend Capital Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Westend Capital 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 Q1	–	Sell	-3,346	Closed	-$79.2K	–	274
2025 Q4	$79.2K	Sell	3,346 -1,155	-26%	-$27.4K	0.02%	79
2025 Q3	$108K	Hold	4,501	–	–	0.03%	55
2025 Q2	$107K	Hold	4,501	–	–	0.03%	57
2025 Q1	$105K	Buy	+4,501	New	+$106K	0.04%	56

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

Westend Capital Management's SPHY Position: Q1 2026 in Review

Westend Capital Management sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2026, closing a stake of 3,346 shares — an estimated $79.2K sold.

Westend Capital Management first reported a position in SPHY in Q1 2025 and held it in 4 quarters. The position peaked at $108K in Q3 2025. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

Westend Capital Management reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
Westend Capital Management sold 3,346 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $79.2K.
Westend Capital Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2025 and held it in 4 quarters.
Westend Capital Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $108K in Q3 2025.
525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.