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 Q2	$1.16M	Buy	49,358 +6,454	+15%	+$151K	0.15%	75
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 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

Acorn Financial Advisory Services's SPHY Position: Q2 2026 in Review

Acorn Financial Advisory Services increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 15% in Q2 2026, buying an estimated $151K and bringing the position to 49,358 shares worth $1.16M. The position accounts for 0.15% of the portfolio, ranked #75.

Acorn Financial Advisory Services first reported a position in SPHY in Q4 2023 and has held it in 11 quarters since. 559 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Acorn Financial Advisory Services held 49,358 shares of State Street SPDR Portfolio High Yield Bond ETF worth $1.16M as of Q2 2026.
Acorn Financial Advisory Services bought 6,454 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $151K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.15% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #75 holding.
Acorn Financial Advisory Services first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2023 and has held it in 11 quarters since.
559 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.