5th Street Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

5th Street Advisors’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	$11.6M	Buy	495,546 +115,458	+30%	+$2.71M	4.42%	6
2026 Q1	$8.86M	Buy	380,088 +16,673	+5%	+$393K	3.82%	7
2025 Q4	$8.6M	Sell	363,415 -30,169	-8%	-$715K	4.02%	7
2025 Q3	$9.42M	Buy	393,584 +5,649	+1%	+$134K	4.66%	7
2025 Q2	$9.23M	Sell	387,935 -1,726	-0.4%	-$40.2K	4.58%	7
2025 Q1	$9.13M	Buy	389,661 +16,230	+4%	+$384K	4.4%	7
2024 Q4	$8.76M	Buy	373,431 +10,360	+3%	+$246K	4.56%	8
2024 Q3	$8.73M	Buy	363,071 +78,822	+28%	+$1.86M	4.25%	8
2024 Q2	$6.6M	Buy	284,249 +197,977	+229%	+$4.59M	3.44%	11
2024 Q1	$2.02M	Buy	+86,272	New	+$2.01M	1.15%	18

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

5th Street Advisors's SPHY Position: Q2 2026 in Review

5th Street Advisors increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 30% in Q2 2026, buying an estimated $2.71M and bringing the position to 495,546 shares worth $11.6M. The position accounts for 4.42% of the portfolio, ranked #6.

5th Street Advisors first reported a position in SPHY in Q1 2024 and has held it in 10 quarters since. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

5th Street Advisors held 495,546 shares of State Street SPDR Portfolio High Yield Bond ETF worth $11.6M as of Q2 2026.
5th Street Advisors bought 115,458 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $2.71M.
State Street SPDR Portfolio High Yield Bond ETF made up 4.42% of 5th Street Advisors's portfolio in Q2 2026, its #6 holding.
5th Street Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2024 and has held it in 10 quarters since.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on 5th Street Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.