AMERICAN NATIONAL BANK & TRUST SPHY — Spdr Series Trust Portfolio High Yield Bond Etf

Ownership history in AMERICAN NATIONAL BANK & TRUST  ·  7 quarters on record

AI Ownership Summary

AMERICAN NATIONAL BANK & TRUST reported Spdr Series Trust Portfolio High Yield Bond Etf (SPHY) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q3. Peak portfolio weight reached 0.02% in 2025 Q3. The latest visible filing shows SPHY at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPHY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AMERICAN NATIONAL BANK & TRUST's position in Spdr Series Trust Portfolio High Yield Bond Etf, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

SPHY was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPHY stock page AMERICAN NATIONAL BANK & TRUST fund profile AMERICAN NATIONAL BANK & TRUST full holdings
How AMERICAN NATIONAL BANK & TRUST held SPHY — position size vs. price
% of Fund (quarterly)    SPHY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 8,000 -2 -0.0% 0.02% $181K 2026-10-07 $22.55
2026 Q2 UNCHANGED — — — 8,002 — 0% 0.02% $188K 2026-07-22 $22.87
2026 Q1 UNCHANGED — — — 8,002 — 0% 0.02% $187K 2026-04-24 $22.74
2025 Q4 UNCHANGED — — — 8,002 — 0% 0.02% $189K 2026-01-20 $22.54
2025 Q3 ADDED — — — 8,002 +8,000 +400000.0% 0.02% $192K 2025-10-21 $22.16
2025 Q2 REDUCED 99.9% +2.5% ❌ 2 -1,998 -99.9% 0.00% $48 2025-07-16 $21.58
2024 Q4 INITIATED — — — 2,000 — — 0.01% $47K 2025-01-15 $20.82

🏢 Other funds also holding SPHY

As of 2026 Q3 — sorted by position size

CORNERSTONE ENTERPRISES, LLC 13.43% ACUTE INVESTMENT ADVISORY, LLC 3Y 8.53% Strategic Financial Group, LLC 6.47% Iowa State Bank 3Y 7Y 5.86% Asset Allocation & Management Company, LLC 3Y 5.66% Financial Futures Ltd Liability Co. 3Y 5.51% VERUS WEALTH MANAGEMENT, LLC 2.64% MOLLER WEALTH PARTNERS 3Y 7Y 2.02% HF Advisory Group, LLC 3Y 1.88% Meriwether Wealth & Planning, LLC 1.67%

FAQ About AMERICAN NATIONAL BANK & TRUST and SPHY

These are the practical questions this page is built to answer before you even open the full history table.

How long has AMERICAN NATIONAL BANK & TRUST reported owning SPHY?

AMERICAN NATIONAL BANK & TRUST reported SPHY across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

What was the largest reported SPHY position in AMERICAN NATIONAL BANK & TRUST's portfolio?

The largest reported portfolio weight for SPHY was 0.02% in 2025 Q3.

What is the latest reported SPHY position on this page?

The most recent filing on this page is 2026 Q3, when AMERICAN NATIONAL BANK & TRUST reported 8,000 shares, equal to 0.02% of portfolio, with an estimated market value of $181K.

What does the chart on this SPHY ownership page compare?

The chart compares AMERICAN NATIONAL BANK & TRUST's quarterly SPHY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AMERICAN NATIONAL BANK & TRUST time their SPHY position?

Based on 13F filing dates vs. subsequent SPHY price moves, AMERICAN NATIONAL BANK & TRUST correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on SPHY relative to SPY over the holding period was -11.5%.

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