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

Arete 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	$1.31M	Buy	55,708 +1,150	+2%	+$26.9K	0.09%	204
2026 Q1	$1.27M	Buy	54,558 +1,428	+3%	+$33.7K	0.1%	198
2025 Q4	$1.26M	Buy	53,130 +230	+0.4%	+$5.45K	0.09%	216
2025 Q3	$1.27M	Buy	52,900 +3,250	+7%	+$77.2K	0.08%	237
2025 Q2	$1.18M	Buy	49,650 +18,601	+60%	+$433K	0.08%	230
2025 Q1	$727K	Sell	31,049 -10,544	-25%	-$249K	0.06%	301
2024 Q4	$976K	Buy	41,593 +25,912	+165%	+$615K	0.07%	256
2024 Q3	$377K	Sell	15,681 -39,761	-72%	-$938K	0.03%	458
2024 Q2	$1.29M	Buy	55,442 +7,370	+15%	+$171K	0.11%	187
2024 Q1	$1.13M	Buy	+48,072	New	+$1.12M	0.1%	194

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

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

Arete Wealth Advisors increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 2.1% in Q2 2026, buying an estimated $26.9K and bringing the position to 55,708 shares worth $1.31M. The position accounts for 0.09% of the portfolio, ranked #204.

Arete Wealth Advisors first reported a position in SPHY in Q1 2024 and has held it in 10 quarters since. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Arete Wealth Advisors held 55,708 shares of State Street SPDR Portfolio High Yield Bond ETF worth $1.31M as of Q2 2026.
Arete Wealth Advisors bought 1,150 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $26.9K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.09% of Arete Wealth Advisors's portfolio in Q2 2026, its #204 holding.
Arete Wealth Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2024 and has held it in 10 quarters since.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

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