Certified Advisory Corp’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Certified Advisory Corp’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	-14,417	Closed	-$341K	–	332
2025 Q4	$341K	Buy	14,417 +1,253	+10%	+$29.7K	0.03%	251
2025 Q3	$315K	Hold	13,164	–	–	0.03%	263
2025 Q2	$313K	Buy	13,164 +100	+0.8%	+$2.33K	0.03%	250
2025 Q1	$306K	Buy	13,064 +640	+5%	+$15.1K	0.03%	238
2024 Q4	$292K	Buy	+12,424	New	+$295K	0.03%	249

Other funds holding SPHY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 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

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 Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Certified Advisory Corp's SPHY Position: Q1 2026 in Review

Certified Advisory Corp sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2026, closing a stake of 14,417 shares — an estimated $341K sold.

Certified Advisory Corp first reported a position in SPHY in Q4 2024 and held it in 5 quarters. The position peaked at $341K in Q4 2025. 530 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

Certified Advisory Corp reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
Certified Advisory Corp sold 14,417 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $341K.
Certified Advisory Corp first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and held it in 5 quarters.
Certified Advisory Corp's State Street SPDR Portfolio High Yield Bond ETF position peaked at $341K in Q4 2025.
530 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Certified Advisory Corp's 13F filing for Q1 2026, filed 17 Apr 2026.