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

EP Wealth 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	$215K	Buy	+9,160	New	+$215K	﹤0.01%	1478
2025 Q2	$240K	Buy	10,094 +4,198	+71%	+$97.7K	﹤0.01%	1149
2025 Q1	$138K	Buy	5,896 +86	+1%	+$2.03K	﹤0.01%	1205
2024 Q4	$136K	Sell	5,810 -1,522	-21%	-$36.1K	﹤0.01%	1161
2024 Q3	$176K	Buy	7,332 +2,112	+40%	+$49.8K	﹤0.01%	1075
2024 Q2	$121K	Buy	+5,220	New	+$121K	﹤0.01%	811
2023 Q4	–	Sell	-5,527	Closed	-$124K	–	832
2023 Q3	$124K	Buy	+5,527	New	+$126K	﹤0.01%	716

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

EP Wealth Advisors's SPHY Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2026: 9,160 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #1478 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in SPHY as recently as Q2 2025.

EP Wealth Advisors first reported a position in SPHY in Q3 2023 and has held it in 7 quarters since. The position peaked at $240K in Q2 2025. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

EP Wealth Advisors held 9,160 shares of State Street SPDR Portfolio High Yield Bond ETF worth $215K as of Q2 2026.
State Street SPDR Portfolio High Yield Bond ETF was a new EP Wealth Advisors position in Q2 2026.
State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1478 holding.
EP Wealth Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2023 and has held it in 7 quarters since.
EP Wealth Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $240K in Q2 2025.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.