Brown Financial Advisory’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Brown Financial Advisory’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	$1.08M	Buy	45,996 +3,154	+7%	+$73.9K	0.45%	14
2026 Q1	$999K	Sell	42,842 -136	-0.3%	-$3.21K	0.5%	14
2025 Q4	$1.02M	Buy	42,978 +651	+2%	+$15.4K	0.51%	16
2025 Q3	$1.01M	Buy	42,327 +179	+0.4%	+$4.25K	0.53%	17
2025 Q2	$1M	Buy	42,148 +2,700	+7%	+$62.8K	0.55%	17
2025 Q1	$924K	Buy	39,448 +779	+2%	+$18.4K	0.58%	15
2024 Q4	$908K	Sell	38,669 -420	-1%	-$9.96K	0.64%	14
2024 Q3	$940K	Sell	39,089 -3,076	-7%	-$72.6K	0.67%	14
2024 Q2	$979K	Sell	42,165 -1,219	-3%	-$28.2K	0.75%	13
2024 Q1	$1.02M	Sell	43,384 -3,103	-7%	-$72.4K	0.79%	15
2023 Q4	$1.09M	Buy	+46,487	New	+$1.05M	0.89%	14

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

Brown Financial Advisory's SPHY Position: Q2 2026 in Review

Brown Financial Advisory increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 7.4% in Q2 2026, buying an estimated $73.9K and bringing the position to 45,996 shares worth $1.08M. The position accounts for 0.45% of the portfolio, ranked #14.

Brown Financial Advisory first reported a position in SPHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.09M in Q4 2023. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Brown Financial Advisory held 45,996 shares of State Street SPDR Portfolio High Yield Bond ETF worth $1.08M as of Q2 2026.
Brown Financial Advisory bought 3,154 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $73.9K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.45% of Brown Financial Advisory's portfolio in Q2 2026, its #14 holding.
Brown Financial Advisory first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2023 and has held it in 11 quarters since.
Brown Financial Advisory's State Street SPDR Portfolio High Yield Bond ETF position peaked at $1.09M in Q4 2023.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Brown Financial Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.