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

Atlas Private 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 Q1	$9.83M	Sell	421,456 -3,067	-0.7%	-$72.4K	2.31%	17
2025 Q4	$10M	Buy	424,523 +29,294	+7%	+$694K	2.35%	17
2025 Q3	$9.46M	Sell	395,229 -341,148	-46%	-$8.1M	2.32%	16
2025 Q2	$17.5M	Sell	736,377 -49,926	-6%	-$1.16M	2.26%	16
2025 Q1	$18.4M	Sell	786,303 -188,840	-19%	-$4.46M	2.57%	12
2024 Q4	$22.9M	Sell	975,143 -739,868	-43%	-$17.6M	3.25%	9
2024 Q3	$41.2M	Sell	1,715,011 -11,129	-0.6%	-$263K	5.98%	4
2024 Q2	$40.1M	Buy	1,726,140 +898,495	+109%	+$20.8M	6.52%	4
2024 Q1	$19.4M	Sell	827,645 -675,619	-45%	-$15.8M	6.49%	5
2023 Q4	$35.1M	Buy	1,503,264 +426,440	+40%	+$9.64M	6.53%	5
2023 Q3	$24.1M	Buy	1,076,824 +965,871	+871%	+$21.9M	4.56%	7
2023 Q2	$2.53M	Buy	110,953 +77,384	+231%	+$1.76M	0.51%	33
2023 Q1	$771K	Buy	33,569 +19,153	+133%	+$436K	0.36%	58
2022 Q4	$322K	Buy	+14,416	New	+$323K	0.17%	99

Other funds holding SPHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Atlas Private Wealth Advisors's SPHY Position: Q1 2026 in Review

Atlas Private Wealth Advisors reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 0.72% in Q1 2026, selling an estimated $72.4K and leaving 421,456 shares worth $9.83M. The position accounts for 2.31% of the portfolio, ranked #17.

Atlas Private Wealth Advisors first reported a position in SPHY in Q4 2022 and has held it in 14 quarters since. The position peaked at $41.2M in Q3 2024. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

Atlas Private Wealth Advisors held 421,456 shares of State Street SPDR Portfolio High Yield Bond ETF worth $9.83M as of Q1 2026.
Atlas Private Wealth Advisors sold 3,067 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $72.4K.
State Street SPDR Portfolio High Yield Bond ETF made up 2.31% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #17 holding.
Atlas Private Wealth Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2022 and has held it in 14 quarters since.
Atlas Private Wealth Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $41.2M in Q3 2024.
525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.