Arax Advisory Partners’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Arax Advisory 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 Q2	$720K	Buy	30,706 +23,166	+307%	+$543K	﹤0.01%	1403
2026 Q1	$177K	Buy	7,540 +5,291	+235%	+$125K	0.01%	1141
2025 Q4	$53.2K	Buy	+2,249	New	+$53.3K	﹤0.01%	1577
2025 Q3	–	Sell	-7,361	Closed	-$175K	–	4205
2025 Q2	$175K	Sell	7,361 -824	-10%	-$19.2K	0.01%	700
2025 Q1	$192K	Buy	8,185 +8,071	+7,080%	+$191K	0.01%	534
2024 Q4	$2.68K	Buy	114 +26	+30%	+$617	﹤0.01%	1941
2024 Q3	$2.12K	Hold	88	–	–	﹤0.01%	2044
2024 Q2	$2.04K	Hold	88	–	–	﹤0.01%	1962
2024 Q1	$2.06K	Hold	88	–	–	﹤0.01%	1032
2023 Q4	$2.06K	Hold	88	–	–	﹤0.01%	1011
2023 Q3	$1.97K	Hold	88	–	–	﹤0.01%	1009
2023 Q2	$2.01K	Buy	+88	New	+$2K	﹤0.01%	1002

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

Arax Advisory Partners's SPHY Position: Q2 2026 in Review

Arax Advisory Partners increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 307% in Q2 2026, buying an estimated $543K and bringing the position to 30,706 shares worth $720K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

Arax Advisory Partners first reported a position in SPHY in Q2 2023 and has held it in 12 quarters since. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Arax Advisory Partners held 30,706 shares of State Street SPDR Portfolio High Yield Bond ETF worth $720K as of Q2 2026.
Arax Advisory Partners bought 23,166 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $543K.
State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1403 holding.
Arax Advisory Partners first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2023 and has held it in 12 quarters since.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.