Cary Street Partners Investment Advisory’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Cary Street Partners Investment 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	$670K	Buy	28,600 +6,189	+28%	+$145K	0.14%	158
2026 Q1	$523K	Buy	22,411 +2,620	+13%	+$61.8K	0.13%	171
2025 Q4	$468K	Buy	+19,791	New	+$469K	0.13%	174
2024 Q4	–	Sell	-28,290	Closed	-$680K	–	723
2024 Q3	$680K	Buy	28,290 +7,380	+35%	+$174K	0.03%	435
2024 Q2	$486K	Buy	20,910 +5,643	+37%	+$131K	0.02%	478
2024 Q1	$358K	Buy	15,267 +5,740	+60%	+$134K	0.02%	521
2023 Q4	$223K	Buy	9,527 +6,030	+172%	+$136K	0.01%	593
2023 Q3	$78.4K	Buy	3,497 +3,297	+1,649%	+$74.9K	﹤0.01%	764
2023 Q2	$4.57K	Hold	200	–	–	﹤0.01%	1438
2023 Q1	$4.6K	Hold	200	–	–	﹤0.01%	1350
2022 Q4	$4.47K	Buy	+200	New	+$4.48K	﹤0.01%	1352
2020 Q4	–	Sell	-200	Closed	-$5K	–	793
2020 Q3	$5K	Buy	+200	New	+$5.06K	﹤0.01%	843

Other funds holding SPHY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.34B AUM 25.19% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Cary Street Partners Investment Advisory's SPHY Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 28% in Q2 2026, buying an estimated $145K and bringing the position to 28,600 shares worth $670K. The position accounts for 0.14% of the portfolio, ranked #158.

Cary Street Partners Investment Advisory first reported a position in SPHY in Q3 2020 and has held it in 12 quarters since. The position peaked at $680K in Q3 2024. 348 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Cary Street Partners Investment Advisory held 28,600 shares of State Street SPDR Portfolio High Yield Bond ETF worth $670K as of Q2 2026.
Cary Street Partners Investment Advisory bought 6,189 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $145K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.14% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #158 holding.
Cary Street Partners Investment Advisory first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2020 and has held it in 12 quarters since.
Cary Street Partners Investment Advisory's State Street SPDR Portfolio High Yield Bond ETF position peaked at $680K in Q3 2024.
348 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.