Allworth Financial’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Allworth Financial’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	$131K	Buy	5,609 +1,427	+34%	+$33.4K	﹤0.01%	1774
2026 Q1	$97.5K	Buy	4,182 +1,914	+84%	+$45.2K	﹤0.01%	1842
2025 Q4	$53.7K	Buy	2,268 +86	+4%	+$2.04K	﹤0.01%	2146
2025 Q3	$52.2K	Buy	2,182 +2,000	+1,099%	+$47.5K	﹤0.01%	2074
2025 Q2	$4.33K	Hold	182	–	–	﹤0.01%	3338
2025 Q1	$4.23K	Buy	+182	New	+$4.3K	﹤0.01%	2859
2024 Q3	–	Sell	-53	Closed	-$1.24K	–	3826
2024 Q2	$1.24K	Hold	53	–	–	﹤0.01%	3096
2024 Q1	$1.24K	Hold	53	–	–	﹤0.01%	3007
2023 Q4	$1.24K	Hold	53	–	–	﹤0.01%	2880
2023 Q3	$1.19K	Buy	+53	New	+$1.2K	﹤0.01%	2776

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

Allworth Financial's SPHY Position: Q2 2026 in Review

Allworth Financial increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 34% in Q2 2026, buying an estimated $33.4K and bringing the position to 5,609 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #1774.

Allworth Financial first reported a position in SPHY in Q3 2023 and has held it in 10 quarters since. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Allworth Financial held 5,609 shares of State Street SPDR Portfolio High Yield Bond ETF worth $131K as of Q2 2026.
Allworth Financial bought 1,427 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $33.4K.
State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1774 holding.
Allworth Financial first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2023 and has held it in 10 quarters since.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.