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

Concurrent Investment 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	$6.27M	Buy	267,352 +86,109	+48%	+$2.02M	0.05%	379
2026 Q1	$4.23M	Sell	181,243 -50,597	-22%	-$1.19M	0.05%	394
2025 Q4	$5.49M	Buy	231,840 +106,141	+84%	+$2.52M	0.06%	310
2025 Q3	$3.01M	Buy	125,699 +99,433	+379%	+$2.36M	0.05%	353
2025 Q2	$625K	Buy	26,266 +16,042	+157%	+$373K	0.01%	764
2025 Q1	$239K	Buy	10,224 +1,486	+17%	+$35.1K	0.01%	1037
2024 Q4	$205K	Buy	+8,738	New	+$207K	0.01%	984

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

Concurrent Investment Advisors's SPHY Position: Q2 2026 in Review

Concurrent Investment Advisors increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 48% in Q2 2026, buying an estimated $2.02M and bringing the position to 267,352 shares worth $6.27M. The position accounts for 0.05% of the portfolio, ranked #379.

Concurrent Investment Advisors first reported a position in SPHY in Q4 2024 and has held it in 7 quarters since. 559 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Concurrent Investment Advisors held 267,352 shares of State Street SPDR Portfolio High Yield Bond ETF worth $6.27M as of Q2 2026.
Concurrent Investment Advisors bought 86,109 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $2.02M.
State Street SPDR Portfolio High Yield Bond ETF made up 0.05% of Concurrent Investment Advisors's portfolio in Q2 2026, its #379 holding.
Concurrent Investment Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
559 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.