Acorn Wealth Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Acorn Wealth 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	$440K	Buy	18,755 +375	+2%	+$8.79K	0.11%	174
2026 Q1	$429K	Buy	18,380 +1,478	+9%	+$34.9K	0.13%	154
2025 Q4	$400K	Buy	16,902 +2,461	+17%	+$58.3K	0.12%	163
2025 Q3	$346K	Buy	14,441 +2,865	+25%	+$68K	0.11%	186
2025 Q2	$276K	Sell	11,576 -888	-7%	-$20.7K	0.1%	197
2025 Q1	$292K	Buy	12,464 +1,928	+18%	+$45.6K	0.12%	172
2024 Q4	$247K	Buy	10,536 +272	+3%	+$6.45K	0.1%	198
2024 Q3	$247K	Buy	+10,264	New	+$242K	0.11%	196

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 Wealth Advisors's SPHY Position: Q2 2026 in Review

Acorn Wealth Advisors increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 2% in Q2 2026, buying an estimated $8.79K and bringing the position to 18,755 shares worth $440K. The position accounts for 0.11% of the portfolio, ranked #174.

Acorn Wealth Advisors first reported a position in SPHY in Q3 2024 and has held it in 8 quarters since. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Acorn Wealth Advisors held 18,755 shares of State Street SPDR Portfolio High Yield Bond ETF worth $440K as of Q2 2026.
Acorn Wealth Advisors bought 375 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $8.79K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.11% of Acorn Wealth Advisors's portfolio in Q2 2026, its #174 holding.
Acorn Wealth Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2024 and has held it in 8 quarters since.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.