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

Clearstead 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	$497K	Sell	21,302 -465,420	-96%	-$11M	﹤0.01%	710
2025 Q4	$11.5M	Buy	486,722 +354	+0.1%	+$8.39K	0.15%	127
2025 Q3	$11.6M	Sell	486,368 -17,906	-4%	-$425K	0.15%	126
2025 Q2	$12M	Buy	504,274 +443,007	+723%	+$10.3M	0.17%	116
2025 Q1	$1.43M	Buy	61,267 +986	+2%	+$23.3K	0.02%	352
2024 Q4	$1.41M	Sell	60,281 -574,291	-91%	-$13.6M	0.02%	350
2024 Q3	$15.3M	Buy	634,572 +12,434	+2%	+$293K	0.24%	90
2024 Q2	$14.5M	Buy	622,138 +620,577	+39,755%	+$14.4M	0.25%	87
2024 Q1	$36.2K	Buy	1,561 +133	+9%	+$3.1K	﹤0.01%	839
2023 Q4	$33.4K	Buy	+1,428	New	+$32.3K	﹤0.01%	840

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

Clearstead Advisors's SPHY Position: Q1 2026 in Review

Clearstead Advisors reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 96% in Q1 2026, selling an estimated $11M and leaving 21,302 shares worth $497K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Clearstead Advisors first reported a position in SPHY in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.3M in Q3 2024. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

Clearstead Advisors held 21,302 shares of State Street SPDR Portfolio High Yield Bond ETF worth $497K as of Q1 2026.
Clearstead Advisors sold 465,420 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $11M.
State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #710 holding.
Clearstead Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2023 and has held it in 10 quarters since.
Clearstead Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $15.3M in Q3 2024.
525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.