Apella Capital’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Apella Capital’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	$42.1M	Buy	1,803,063 +246,737	+16%	+$5.78M	0.59%	44
2026 Q1	$36.8M	Buy	1,556,326 +375,037	+32%	+$8.85M	0.55%	45
2025 Q4	$28M	Buy	1,181,289 +468,141	+66%	+$11.1M	0.55%	47
2025 Q3	$16.9M	Buy	713,148 +251,412	+54%	+$5.97M	0.38%	63
2025 Q2	$10.9M	Buy	461,736 +215,460	+87%	+$5.01M	0.3%	69
2025 Q1	$5.66M	Buy	246,276 +225,797	+1,103%	+$5.34M	0.19%	88
2024 Q4	$481K	Buy	+20,479	New	+$486K	0.02%	243

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

Apella Capital's SPHY Position: Q2 2026 in Review

Apella Capital increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 16% in Q2 2026, buying an estimated $5.78M and bringing the position to 1,803,063 shares worth $42.1M. The position accounts for 0.59% of the portfolio, ranked #44.

Apella Capital first reported a position in SPHY in Q4 2024 and has held it in 7 quarters since. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Apella Capital held 1,803,063 shares of State Street SPDR Portfolio High Yield Bond ETF worth $42.1M as of Q2 2026.
Apella Capital bought 246,737 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $5.78M.
State Street SPDR Portfolio High Yield Bond ETF made up 0.59% of Apella Capital's portfolio in Q2 2026, its #44 holding.
Apella Capital first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.