Diversify Advisory Services’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Diversify Advisory Services’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	$31.9M	Buy	1,374,361 +1,340,736	+3,987%	+$31.4M	0.53%	30
2026 Q1	$790K	Sell	33,625 -390,289	-92%	-$9.21M	0.12%	84
2025 Q4	$10.1M	Buy	423,914 +47,758	+13%	+$1.13M	0.32%	50
2025 Q3	$8.87M	Buy	376,156 +94,725	+34%	+$2.25M	0.3%	54
2025 Q2	$6.66M	Buy	281,431 +69,443	+33%	+$1.62M	0.26%	63
2025 Q1	$4.95M	Sell	211,988 -2,201,227	-91%	-$52M	0.31%	53
2024 Q4	$56.5M	Buy	2,413,215 +440,771	+22%	+$10.5M	3.12%	7
2024 Q3	$46.8M	Buy	1,972,444 +1,290,341	+189%	+$30.4M	2.52%	7
2024 Q2	$15.9M	Sell	682,103 -35,934	-5%	-$833K	0.87%	22
2024 Q1	$16.7M	Buy	+718,037	New	+$16.8M	0.98%	23

Other funds holding SPHY

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

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

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 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

Diversify Advisory Services's SPHY Position: Q2 2026 in Review

Diversify Advisory Services increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 3,987% in Q2 2026, buying an estimated $31.4M and bringing the position to 1,374,361 shares worth $31.9M. The position accounts for 0.53% of the portfolio, ranked #30.

Diversify Advisory Services first reported a position in SPHY in Q1 2024 and has held it in 10 quarters since. The position peaked at $56.5M in Q4 2024. 385 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Diversify Advisory Services held 1,374,361 shares of State Street SPDR Portfolio High Yield Bond ETF worth $31.9M as of Q2 2026.
Diversify Advisory Services bought 1,340,736 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $31.4M.
State Street SPDR Portfolio High Yield Bond ETF made up 0.53% of Diversify Advisory Services's portfolio in Q2 2026, its #30 holding.
Diversify Advisory Services first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2024 and has held it in 10 quarters since.
Diversify Advisory Services's State Street SPDR Portfolio High Yield Bond ETF position peaked at $56.5M in Q4 2024.
385 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.