Advisor Resource Council’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Advisor Resource Council’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	$231K	Buy	9,899 +238	+2%	+$5.58K	0.07%	243
2026 Q1	$225K	Buy	9,661 +90	+0.9%	+$2.12K	0.07%	207
2025 Q4	$227K	Buy	+9,571	New	+$227K	0.08%	218
2022 Q3	–	Sell	-95,826	Closed	-$2.15M	–	447
2022 Q2	$2.15M	Buy	95,826 +16,970	+22%	+$403K	0.2%	111
2022 Q1	$1.98M	Sell	78,856 -99,330	-56%	-$2.54M	0.59%	45
2021 Q4	$4.73M	Buy	178,186 +126,312	+243%	+$3.35M	0.37%	51
2021 Q3	$1.39M	Sell	51,874 -55,061	-51%	-$1.48M	0.42%	64
2021 Q2	$2.88M	Buy	+106,935	New	+$2.85M	0.3%	76

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

Advisor Resource Council's SPHY Position: Q2 2026 in Review

Advisor Resource Council increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 2.5% in Q2 2026, buying an estimated $5.58K and bringing the position to 9,899 shares worth $231K. The position accounts for 0.07% of the portfolio, ranked #243.

Advisor Resource Council first reported a position in SPHY in Q2 2021 and has held it in 8 quarters since. The position peaked at $4.73M in Q4 2021. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Advisor Resource Council held 9,899 shares of State Street SPDR Portfolio High Yield Bond ETF worth $231K as of Q2 2026.
Advisor Resource Council bought 238 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $5.58K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.07% of Advisor Resource Council's portfolio in Q2 2026, its #243 holding.
Advisor Resource Council first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2021 and has held it in 8 quarters since.
Advisor Resource Council's State Street SPDR Portfolio High Yield Bond ETF position peaked at $4.73M in Q4 2021.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.