Avantax Advisory Services’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Avantax Advisory Services’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
2025 Q2	$2.45M	Buy	103,135 +32,376	+46%	+$753K	0.01%	701
2025 Q1	$1.66M	Sell	70,759 -10,369	-13%	-$245K	0.01%	844
2024 Q4	$1.9M	Buy	81,128 +36,649	+82%	+$870K	0.01%	734
2024 Q3	$1.07M	Sell	44,479 -7,240	-14%	-$171K	0.01%	983
2024 Q2	$1.2M	Sell	51,719 -908	-2%	-$21K	0.01%	887
2024 Q1	$1.23M	Buy	52,627 +12,240	+30%	+$286K	0.01%	678
2023 Q4	$944K	Buy	40,387 +23,789	+143%	+$538K	0.01%	731
2023 Q3	$372K	Buy	+16,598	New	+$377K	﹤0.01%	1073

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

VIA

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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

Avantax Advisory Services's SPHY Position: Q2 2025 in Review

Avantax Advisory Services increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 46% in Q2 2025, buying an estimated $753K and bringing the position to 103,135 shares worth $2.45M. The position accounts for 0.01% of the portfolio, ranked #701.

Avantax Advisory Services first reported a position in SPHY in Q3 2023 and has held it in 8 quarters since. 452 funds tracked by Wall St. Rank hold SPHY as of Q2 2025.

Avantax Advisory Services held 103,135 shares of State Street SPDR Portfolio High Yield Bond ETF worth $2.45M as of Q2 2025.
Avantax Advisory Services bought 32,376 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2025, an estimated $753K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #701 holding.
Avantax Advisory Services first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2023 and has held it in 8 quarters since.
452 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.