Acorn Financial Advisory Services’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Acorn Financial Advisory Services’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 Q1	$1M	Buy	42,904 +6,436	+18%	+$152K	0.14%	76
2025 Q4	$863K	Buy	36,468 +3,923	+12%	+$93K	0.13%	82
2025 Q3	$779K	Buy	32,545 +2,930	+10%	+$69.6K	0.12%	86
2025 Q2	$705K	Buy	29,615 +2,919	+11%	+$67.9K	0.12%	89
2025 Q1	$625K	Buy	26,696 +1,323	+5%	+$31.3K	0.11%	88
2024 Q4	$596K	Buy	25,373 +2,089	+9%	+$49.6K	0.1%	99
2024 Q3	$560K	Buy	23,284 +351	+2%	+$8.28K	0.1%	97
2024 Q2	$533K	Buy	22,933 +3,212	+16%	+$74.4K	0.1%	101
2024 Q1	$463K	Buy	19,721 +10,038	+104%	+$234K	0.09%	111
2023 Q4	$226K	Buy	+9,683	New	+$219K	0.04%	229

Other funds holding SPHY

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return