Bell Investment Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Bell Investment 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 Q1	–	Sell	-47	Closed	-$1.12K	–	1935
2025 Q4	$1.12K	Sell	47 -1,352	-97%	-$32.1K	﹤0.01%	1516
2025 Q3	$33.5K	Sell	1,399 -18,525	-93%	-$440K	0.01%	304
2025 Q2	$474K	Buy	19,924 +4,975	+33%	+$116K	0.08%	76
2025 Q1	$350K	Buy	14,949 +1,611	+12%	+$38.1K	0.06%	80
2024 Q4	$313K	Sell	13,338 -270	-2%	-$6.41K	0.06%	85
2024 Q3	$327K	Sell	13,608 -62,195	-82%	-$1.47M	0.06%	82
2024 Q2	$1.76M	Buy	75,803 +15,597	+26%	+$361K	0.35%	37
2024 Q1	$1.41M	Sell	60,206 -1,258	-2%	-$29.4K	0.28%	40
2023 Q4	$1.44M	Buy	61,464 +43,749	+247%	+$989K	0.29%	41
2023 Q3	$397K	Buy	+17,715	New	+$402K	0.09%	68

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

Neuberger Berman Group New York $131B AUM 28.36% 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

VIA

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bell Investment Advisors's SPHY Position: Q1 2026 in Review

Bell Investment Advisors sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2026, closing a stake of 47 shares — an estimated $1.12K sold.

Bell Investment Advisors first reported a position in SPHY in Q3 2023 and held it in 10 quarters. The position peaked at $1.76M in Q2 2024. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

Bell Investment Advisors reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
Bell Investment Advisors sold 47 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $1.12K.
Bell Investment Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2023 and held it in 10 quarters.
Bell Investment Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $1.76M in Q2 2024.
525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.