Whittier Trust’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Whittier Trust’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	$1.03M	Sell	43,871 -100	-0.2%	-$2.34K	0.01%	378
2026 Q1	$1.03M	Buy	43,971 +5,426	+14%	+$128K	0.01%	340
2025 Q4	$916K	Hold	38,545	–	–	0.01%	359
2025 Q3	$918K	Sell	38,545 -450	-1%	-$10.7K	0.01%	353
2025 Q2	$928K	Buy	38,995 +33,525	+613%	+$780K	0.01%	392
2025 Q1	$128K	Buy	5,470 +4,075	+292%	+$96.3K	﹤0.01%	723
2024 Q4	$32.7K	Sell	1,395 -2,500	-64%	-$59.3K	﹤0.01%	1010
2024 Q3	$93.6K	Hold	3,895	–	–	﹤0.01%	808
2024 Q2	$90.4K	Hold	3,895	–	–	﹤0.01%	796
2024 Q1	$91.3K	Sell	3,895 -555	-12%	-$13K	﹤0.01%	803
2023 Q4	$104K	Sell	4,450 -780	-15%	-$17.6K	﹤0.01%	761
2023 Q3	$117K	Hold	5,230	–	–	﹤0.01%	737
2023 Q2	$119K	Hold	5,230	–	–	﹤0.01%	741
2023 Q1	$120K	Sell	5,230 -1,976	-27%	-$45K	﹤0.01%	765
2022 Q4	$161K	Buy	7,206 +561	+8%	+$12.6K	﹤0.01%	701
2022 Q3	$145K	Sell	6,645 -250,076	-97%	-$5.75M	﹤0.01%	713
2022 Q2	$5.76M	Buy	+256,721	New	+$6.1M	0.12%	163

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

Whittier Trust's SPHY Position: Q2 2026 in Review

Whittier Trust reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 0.23% in Q2 2026, selling an estimated $2.34K and leaving 43,871 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #378.

Whittier Trust first reported a position in SPHY in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.76M in Q2 2022. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Whittier Trust held 43,871 shares of State Street SPDR Portfolio High Yield Bond ETF worth $1.03M as of Q2 2026.
Whittier Trust sold 100 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $2.34K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.01% of Whittier Trust's portfolio in Q2 2026, its #378 holding.
Whittier Trust first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2022 and has held it in 17 quarters since.
Whittier Trust's State Street SPDR Portfolio High Yield Bond ETF position peaked at $5.76M in Q2 2022.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.