Envestnet Portfolio Solutions’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Envestnet Portfolio Solutions’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	$8.71M	Buy	371,477 +206,295	+125%	+$4.83M	0.04%	239
2026 Q1	$3.85M	Sell	165,182 -174,750	-51%	-$4.12M	0.02%	331
2025 Q4	$8.05M	Buy	339,932 +270,927	+393%	+$6.42M	0.03%	288
2025 Q3	$1.65M	Sell	69,005 -5,465	-7%	-$130K	0.01%	579
2025 Q2	$1.77M	Sell	74,470 -40,043	-35%	-$932K	0.01%	601
2025 Q1	$2.68M	Sell	114,513 -11,697	-9%	-$276K	0.01%	504
2024 Q4	$2.96M	Buy	126,210 +32,642	+35%	+$774K	0.01%	541
2024 Q3	$2.25M	Buy	93,568 +18,977	+25%	+$448K	0.01%	618
2024 Q2	$1.73M	Buy	74,591 +59,693	+401%	+$1.38M	0.01%	672
2024 Q1	$350K	Sell	14,898 -1,922	-11%	-$44.9K	﹤0.01%	1280
2023 Q4	$393K	Buy	16,820 +5,810	+53%	+$131K	﹤0.01%	1154
2023 Q3	$247K	Buy	+11,010	New	+$250K	﹤0.01%	1330

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

Envestnet Portfolio Solutions's SPHY Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 125% in Q2 2026, buying an estimated $4.83M and bringing the position to 371,477 shares worth $8.71M. The position accounts for 0.04% of the portfolio, ranked #239.

Envestnet Portfolio Solutions first reported a position in SPHY in Q3 2023 and has held it in 12 quarters since. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Envestnet Portfolio Solutions held 371,477 shares of State Street SPDR Portfolio High Yield Bond ETF worth $8.71M as of Q2 2026.
Envestnet Portfolio Solutions bought 206,295 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $4.83M.
State Street SPDR Portfolio High Yield Bond ETF made up 0.04% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #239 holding.
Envestnet Portfolio Solutions first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2023 and has held it in 12 quarters since.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.