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

Arkadios 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	$8.33M	Buy	355,300 +31,863	+10%	+$747K	0.13%	179
2026 Q1	$7.54M	Sell	323,437 -12,851	-4%	-$303K	0.12%	193
2025 Q4	$7.96M	Buy	336,288 +62,273	+23%	+$1.48M	0.15%	147
2025 Q3	$6.56M	Buy	274,015 +137,436	+101%	+$3.26M	0.16%	149
2025 Q2	$3.25M	Buy	136,579 +67,810	+99%	+$1.58M	0.1%	227
2025 Q1	$1.61M	Buy	68,769 +34,554	+101%	+$817K	0.06%	338
2024 Q4	$803K	Buy	34,215 +5,206	+18%	+$124K	0.04%	389
2024 Q3	$698K	Buy	29,009 +15,473	+114%	+$365K	0.04%	425
2024 Q2	$314K	Buy	+13,536	New	+$314K	0.02%	621
2021 Q4	–	Sell	-4,000	Closed	-$107K	–	1610
2021 Q3	$107K	Hold	4,000	–	–	0.02%	675
2021 Q2	$107K	Buy	+4,000	New	+$107K	0.01%	707

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

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

Arkadios Wealth Advisors increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 9.9% in Q2 2026, buying an estimated $747K and bringing the position to 355,300 shares worth $8.33M. The position accounts for 0.13% of the portfolio, ranked #179.

Arkadios Wealth Advisors first reported a position in SPHY in Q2 2021 and has held it in 11 quarters since. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Arkadios Wealth Advisors held 355,300 shares of State Street SPDR Portfolio High Yield Bond ETF worth $8.33M as of Q2 2026.
Arkadios Wealth Advisors bought 31,863 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $747K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.13% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #179 holding.
Arkadios Wealth Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2021 and has held it in 11 quarters since.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.