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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

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $219M AUM 20.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $598M AUM 26.27% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 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. 246 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.
  • 246 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.