Avior Wealth Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Avior Wealth Management’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	$475K	Sell	20,277 -1,995	-9%	-$46.7K	0.01%	528
2026 Q1	$519K	Buy	22,272 +434	+2%	+$10.2K	0.01%	520
2025 Q4	$517K	Sell	21,838 -24,351	-53%	-$577K	0.02%	448
2025 Q3	$1.11M	Sell	46,189 -4,585	-9%	-$109K	0.04%	285
2025 Q2	$1.21M	Sell	50,774 -2,631	-5%	-$61.2K	0.04%	259
2025 Q1	$1.25M	Sell	53,405 -5,853	-10%	-$138K	0.05%	234
2024 Q4	$1.39M	Sell	59,258 -18,441	-24%	-$438K	0.05%	229
2024 Q3	$1.87M	Sell	77,699 -16,388	-17%	-$387K	0.07%	176
2024 Q2	$2.19M	Sell	94,087 -3,854	-4%	-$89.3K	0.09%	153
2024 Q1	$2.3M	Sell	97,941 -124,474	-56%	-$2.91M	0.11%	144
2023 Q4	$5.2M	Buy	222,415 +204,959	+1,174%	+$4.63M	0.32%	66
2023 Q3	$391K	Buy	+17,456	New	+$397K	0.03%	383
2023 Q2	–	Sell	-380	Closed	-$8.73K	–	1664
2023 Q1	$8.73K	Buy	+380	New	+$8.66K	﹤0.01%	1075
2022 Q3	–	Sell	-17,027	Closed	-$382K	–	1280
2022 Q2	$382K	Hold	17,027	–	–	0.04%	304
2022 Q1	$427K	Hold	17,027	–	–	0.04%	327
2021 Q4	$452K	Hold	17,027	–	–	0.04%	340
2021 Q3	$455K	Hold	17,027	–	–	0.04%	333
2021 Q2	$457K	Buy	17,027 +1,461	+9%	+$38.9K	0.05%	316
2021 Q1	$413K	Buy	+15,566	New	+$413K	0.04%	320

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

Avior Wealth Management's SPHY Position: Q2 2026 in Review

Avior Wealth Management reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 9% in Q2 2026, selling an estimated $46.7K and leaving 20,277 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #528.

Avior Wealth Management first reported a position in SPHY in Q1 2021 and has held it in 19 quarters since. The position peaked at $5.2M in Q4 2023. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Avior Wealth Management held 20,277 shares of State Street SPDR Portfolio High Yield Bond ETF worth $475K as of Q2 2026.
Avior Wealth Management sold 1,995 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $46.7K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #528 holding.
Avior Wealth Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2021 and has held it in 19 quarters since.
Avior Wealth Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $5.2M in Q4 2023.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.