Advisortrust Partners
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Advisortrust Partners’s State Street SPDR Portfolio High Yield Bond Index ETF SPHY Stock Holding History

Advisortrust Partners’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
Q3 		$727K Buy
+32,189
New +$746K 0.23% 80

Other funds holding SPHY

State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Advisortrust Partners's SPHY Position: Q3 2026 in Review

Advisortrust Partners opened a new position in State Street SPDR Portfolio High Yield Bond Index ETF (SPHY) in Q3 2026: 32,189 shares worth $727K. The stake represents 0.23% of the portfolio and ranks #80 among its holdings.

366 funds tracked by Wall St. Rank hold SPHY as of Q3 2026.

  • Advisortrust Partners held 32,189 shares of State Street SPDR Portfolio High Yield Bond Index ETF worth $727K as of Q3 2026.
  • State Street SPDR Portfolio High Yield Bond Index ETF was a new Advisortrust Partners position in Q3 2026.
  • State Street SPDR Portfolio High Yield Bond Index ETF made up 0.23% of Advisortrust Partners's portfolio in Q3 2026, its #80 holding.
  • 366 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond Index ETF as of Q3 2026.

Based on Advisortrust Partners's 13F filing for Q3 2026, filed 2 Nov 2026.