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

Aurora Private Wealth’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	$1.79M	Sell	76,404 -152	-0.2%	-$3.56K	1.14%	19
2026 Q1	$1.79M	Sell	76,556 -17,826	-19%	-$421K	1.27%	18
2025 Q4	$2.23M	Buy	+94,382	New	+$2.24M	1.47%	17
2025 Q2	$2.3M	Buy	96,582 +1,993	+2%	+$46.4K	1.7%	14
2025 Q1	$2.21M	Buy	94,589 +9,223	+11%	+$218K	1.77%	12
2024 Q4	$2M	Buy	+85,366	New	+$2.03M	1.5%	13
2022 Q2	–	Sell	-97,015	Closed	-$2.44M	–	199
2022 Q1	$2.44M	Buy	97,015 +12,681	+15%	+$324K	1%	16
2021 Q4	$2.24M	Buy	84,334 +3,241	+4%	+$86K	0.97%	19
2021 Q3	$2.17M	Buy	81,093 +6,404	+9%	+$172K	0.88%	20
2021 Q2	$2.01M	Buy	+74,689	New	+$1.99M	0.8%	22
2020 Q2	–	Sell	-14,971	Closed	-$338K	–	232
2020 Q1	$338K	Sell	14,971 -67,041	-82%	-$1.69M	0.12%	161
2019 Q4	$2.16M	Buy	+82,012	New	+$2.14M	0.77%	23

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

Aurora Private Wealth's SPHY Position: Q2 2026 in Review

Aurora Private Wealth reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 0.2% in Q2 2026, selling an estimated $3.56K and leaving 76,404 shares worth $1.79M. The position accounts for 1.14% of the portfolio, ranked #19.

Aurora Private Wealth first reported a position in SPHY in Q4 2019 and has held it in 12 quarters since. The position peaked at $2.44M in Q1 2022. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Aurora Private Wealth held 76,404 shares of State Street SPDR Portfolio High Yield Bond ETF worth $1.79M as of Q2 2026.
Aurora Private Wealth sold 152 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $3.56K.
State Street SPDR Portfolio High Yield Bond ETF made up 1.14% of Aurora Private Wealth's portfolio in Q2 2026, its #19 holding.
Aurora Private Wealth first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2019 and has held it in 12 quarters since.
Aurora Private Wealth's State Street SPDR Portfolio High Yield Bond ETF position peaked at $2.44M in Q1 2022.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.