Atria Investments’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Atria Investments’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	$1.56M	Buy	66,756 +41,763	+167%	+$979K	0.02%	876
2026 Q1	$583K	Sell	24,993 -36,874	-60%	-$870K	0.01%	1366
2025 Q4	$1.46M	Sell	61,867 -173,290	-74%	-$4.11M	0.02%	876
2025 Q3	$5.63M	Sell	235,157 -71,408	-23%	-$1.7M	0.06%	348
2025 Q2	$7.3M	Buy	306,565 +255,261	+498%	+$5.94M	0.09%	271
2025 Q1	$1.2M	Buy	51,304 +6,064	+13%	+$143K	0.02%	925
2024 Q4	$1.06M	Sell	45,240 -35,911	-44%	-$852K	0.01%	947
2024 Q3	$1.95M	Buy	81,151 +20,370	+34%	+$481K	0.02%	681
2024 Q2	$1.41M	Buy	+60,781	New	+$1.41M	0.02%	780
2023 Q4	–	Sell	-141,362	Closed	-$3.17M	–	939
2023 Q3	$3.17M	Buy	+141,362	New	+$3.21M	0.06%	414
2020 Q3	–	Sell	-41,931	Closed	-$1.03M	–	600
2020 Q2	$1.03M	Buy	41,931 +1,294	+3%	+$30.9K	0.04%	504
2020 Q1	$917K	Buy	+40,637	New	+$1.03M	0.07%	239

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

Atria Investments's SPHY Position: Q2 2026 in Review

Atria Investments increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 167% in Q2 2026, buying an estimated $979K and bringing the position to 66,756 shares worth $1.56M. The position accounts for 0.02% of the portfolio, ranked #876.

Atria Investments first reported a position in SPHY in Q1 2020 and has held it in 12 quarters since. The position peaked at $7.3M in Q2 2025. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Atria Investments held 66,756 shares of State Street SPDR Portfolio High Yield Bond ETF worth $1.56M as of Q2 2026.
Atria Investments bought 41,763 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $979K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.02% of Atria Investments's portfolio in Q2 2026, its #876 holding.
Atria Investments first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2020 and has held it in 12 quarters since.
Atria Investments's State Street SPDR Portfolio High Yield Bond ETF position peaked at $7.3M in Q2 2025.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.