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

Winthrop 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 Q2	$5.35M	Buy	228,145 +3,123	+1%	+$73.2K	1.29%	24
2026 Q1	$5.25M	Sell	225,022 -45,376	-17%	-$1.07M	1.35%	25
2025 Q4	$6.4M	Sell	270,398 -6,542	-2%	-$155K	1.49%	21
2025 Q3	$6.63M	Buy	276,940 +866	+0.3%	+$20.6K	1.6%	21
2025 Q2	$6.57M	Sell	276,074 -17,493	-6%	-$407K	1.66%	19
2025 Q1	$6.88M	Buy	293,567 +10,873	+4%	+$257K	1.89%	15
2024 Q4	$6.63M	Buy	282,694 +5,120	+2%	+$121K	1.77%	16
2024 Q3	$6.68M	Sell	277,574 -462	-0.2%	-$10.9K	3.18%	11
2024 Q2	$6.46M	Buy	278,036 +2,611	+0.9%	+$60.5K	3.23%	11
2024 Q1	$6.46M	Buy	275,425 +6,103	+2%	+$142K	2.98%	12
2023 Q4	$6.3M	Buy	+269,322	New	+$6.09M	2.06%	15

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

Winthrop Capital Management's SPHY Position: Q2 2026 in Review

Winthrop Capital Management increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 1.4% in Q2 2026, buying an estimated $73.2K and bringing the position to 228,145 shares worth $5.35M. The position accounts for 1.29% of the portfolio, ranked #24.

Winthrop Capital Management first reported a position in SPHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.88M in Q1 2025. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Winthrop Capital Management held 228,145 shares of State Street SPDR Portfolio High Yield Bond ETF worth $5.35M as of Q2 2026.
Winthrop Capital Management bought 3,123 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $73.2K.
State Street SPDR Portfolio High Yield Bond ETF made up 1.29% of Winthrop Capital Management's portfolio in Q2 2026, its #24 holding.
Winthrop Capital Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2023 and has held it in 11 quarters since.
Winthrop Capital Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $6.88M in Q1 2025.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.