Zacks Investment Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Zacks Investment 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	$826K	Sell	35,236 -14,919	-30%	-$350K	0.01%	447
2026 Q1	$1.17M	Sell	50,155 -12,098	-19%	-$285K	0.01%	394
2025 Q4	$1.47M	Sell	62,253 -9,986	-14%	-$237K	0.01%	385
2025 Q3	$1.73M	Sell	72,239 -37,823	-34%	-$898K	0.01%	354
2025 Q2	$2.62M	Sell	110,062 -96,352	-47%	-$2.24M	0.02%	291
2025 Q1	$4.83M	Buy	206,414 +925	+0.5%	+$21.9K	0.05%	222
2024 Q4	$4.82M	Buy	205,489 +1,752	+0.9%	+$41.6K	0.04%	223
2024 Q3	$4.9M	Buy	203,737 +120,249	+144%	+$2.84M	0.04%	215
2024 Q2	$1.94M	Sell	83,488 -3,183	-4%	-$73.7K	0.02%	292
2024 Q1	$2.03M	Buy	+86,671	New	+$2.02M	0.02%	309

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

Zacks Investment Management's SPHY Position: Q2 2026 in Review

Zacks Investment Management reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 30% in Q2 2026, selling an estimated $350K and leaving 35,236 shares worth $826K. The position accounts for 0.01% of the portfolio, ranked #447.

Zacks Investment Management first reported a position in SPHY in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.9M in Q3 2024. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Zacks Investment Management held 35,236 shares of State Street SPDR Portfolio High Yield Bond ETF worth $826K as of Q2 2026.
Zacks Investment Management sold 14,919 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $350K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.01% of Zacks Investment Management's portfolio in Q2 2026, its #447 holding.
Zacks Investment Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2024 and has held it in 10 quarters since.
Zacks Investment Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $4.9M in Q3 2024.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.