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

Alaska 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	$4.81M	Buy	205,021 +16,065	+9%	+$376K	0.52%	25
2026 Q1	$4.41M	Buy	188,956 +5,365	+3%	+$127K	0.53%	25
2025 Q4	$4.35M	Buy	183,591 +5,118	+3%	+$121K	0.55%	21
2025 Q3	$4.27M	Buy	178,473 +3,163	+2%	+$75.1K	0.56%	23
2025 Q2	$4.17M	Sell	175,310 -3,205	-2%	-$74.6K	0.6%	22
2025 Q1	$4.18M	Sell	178,515 -13,360	-7%	-$316K	0.65%	22
2024 Q4	$4.5M	Buy	191,875 +168,060	+706%	+$3.99M	0.7%	23
2024 Q3	$573K	Sell	23,815 -4,826	-17%	-$114K	0.09%	42
2024 Q2	$665K	Sell	28,641 -1,125	-4%	-$26.1K	0.1%	39
2024 Q1	$698K	Hold	29,766	–	–	0.11%	38
2023 Q4	$696K	Buy	29,766 +5,796	+24%	+$131K	0.12%	37
2023 Q3	$537K	Buy	23,970 +1,134	+5%	+$25.8K	0.09%	38
2023 Q2	$522K	Buy	22,836 +5,623	+33%	+$128K	0.08%	40
2023 Q1	$396K	Sell	17,213 -4,419	-20%	-$101K	0.07%	42
2022 Q4	$483K	Buy	+21,632	New	+$484K	0.09%	43

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

Alaska Wealth Advisors's SPHY Position: Q2 2026 in Review

Alaska Wealth Advisors increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 8.5% in Q2 2026, buying an estimated $376K and bringing the position to 205,021 shares worth $4.81M. The position accounts for 0.52% of the portfolio, ranked #25.

Alaska Wealth Advisors first reported a position in SPHY in Q4 2022 and has held it in 15 quarters since. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Alaska Wealth Advisors held 205,021 shares of State Street SPDR Portfolio High Yield Bond ETF worth $4.81M as of Q2 2026.
Alaska Wealth Advisors bought 16,065 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $376K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.52% of Alaska Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Alaska Wealth Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2022 and has held it in 15 quarters since.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Alaska Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.