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Beacon Pointe Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Beacon Pointe 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
Q2 		$8.96M Buy
382,305
+16,975
+5% +$398K 0.04% 370
2026
Q1 		$8.52M Buy
365,330
+15,957
+5% +$377K 0.05% 354
2025
Q4 		$8.27M Buy
349,373
+6,369
+2% +$151K 0.06% 291
2025
Q3 		$8.21M Buy
+343,004
New +$8.15M 0.07% 260

Other funds holding SPHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Neuberger Berman Group
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

Beacon Pointe Advisors's SPHY Position: Q2 2026 in Review

Beacon Pointe Advisors increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 4.6% in Q2 2026, buying an estimated $398K and bringing the position to 382,305 shares worth $8.96M. The position accounts for 0.04% of the portfolio, ranked #370.

Beacon Pointe Advisors first reported a position in SPHY in Q3 2025 and has held it in 4 quarters since. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Beacon Pointe Advisors held 382,305 shares of State Street SPDR Portfolio High Yield Bond ETF worth $8.96M as of Q2 2026.
  • Beacon Pointe Advisors bought 16,975 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $398K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.04% of Beacon Pointe Advisors's portfolio in Q2 2026, its #370 holding.
  • Beacon Pointe Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.