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Cahill Financial Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Cahill Financial 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 		$621K Sell
26,477
-634
-2% -$14.9K 0.06% 164
2026
Q1 		$632K Sell
27,111
-7,262
-21% -$171K 0.07% 157
2025
Q4 		$814K Sell
34,373
-1,618
-4% -$38.4K 0.09% 145
2025
Q3 		$862K Buy
35,991
+586
+2% +$13.9K 0.1% 142
2025
Q2 		$843K Sell
35,405
-2,240
-6% -$52.1K 0.1% 134
2025
Q1 		$882K Sell
37,645
-5,683
-13% -$134K 0.12% 126
2024
Q4 		$1.02M Sell
43,328
-2,767
-6% -$65.7K 0.14% 117
2024
Q3 		$1.11M Sell
46,095
-49,068
-52% -$1.16M 0.15% 106
2024
Q2 		$2.21M Sell
95,163
-11,990
-11% -$278K 0.3% 66
2024
Q1 		$2.51M Sell
107,153
-31,514
-23% -$736K 0.34% 56
2023
Q4 		$3.24M Buy
138,667
+77,063
+125% +$1.74M 0.48% 42
2023
Q3 		$1.38M Buy
61,604
+1,056
+2% +$24K 0.23% 93
2023
Q2 		$1.38M Buy
60,548
+2,062
+4% +$46.8K 0.22% 91
2023
Q1 		$1.34M Buy
58,486
+2,237
+4% +$51K 0.24% 95
2022
Q4 		$1.26M Buy
56,249
+8,797
+19% +$197K 0.24% 102
2022
Q3 		$1.03M Buy
47,452
+15,944
+51% +$367K 0.22% 106
2022
Q2 		$707K Buy
31,508
+17,663
+128% +$420K 0.15% 129
2022
Q1 		$348K Buy
+13,845
New +$354K 0.07% 177

Other funds holding SPHY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cahill Financial Advisors's SPHY Position: Q2 2026 in Review

Cahill Financial Advisors reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 2.3% in Q2 2026, selling an estimated $14.9K and leaving 26,477 shares worth $621K. The position accounts for 0.06% of the portfolio, ranked #164.

Cahill Financial Advisors first reported a position in SPHY in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.24M in Q4 2023. 430 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Cahill Financial Advisors held 26,477 shares of State Street SPDR Portfolio High Yield Bond ETF worth $621K as of Q2 2026.
  • Cahill Financial Advisors sold 634 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $14.9K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.06% of Cahill Financial Advisors's portfolio in Q2 2026, its #164 holding.
  • Cahill Financial Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Cahill Financial Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $3.24M in Q4 2023.
  • 430 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.