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

EverSource 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	$19.9K	Sell	847 -29	-3%	-$679	﹤0.01%	2435
2026 Q1	$20.4K	Sell	876 -3,646	-81%	-$86K	﹤0.01%	2491
2025 Q4	$107K	Sell	4,522 -664	-13%	-$15.7K	﹤0.01%	1278
2025 Q3	$124K	Sell	5,186 -1,963	-27%	-$46.6K	﹤0.01%	1166
2025 Q2	$170K	Buy	7,149 +1	+0%	+$23	0.01%	932
2025 Q1	$167K	Hold	7,148	–	–	0.01%	722
2024 Q4	$168K	Buy	+7,148	New	+$170K	0.01%	717

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

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

EverSource Wealth Advisors reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 3.3% in Q2 2026, selling an estimated $679 and leaving 847 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2435.

EverSource Wealth Advisors first reported a position in SPHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $170K in Q2 2025. 559 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

EverSource Wealth Advisors held 847 shares of State Street SPDR Portfolio High Yield Bond ETF worth $19.9K as of Q2 2026.
EverSource Wealth Advisors sold 29 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $679.
State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2435 holding.
EverSource Wealth 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.
EverSource Wealth Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $170K in Q2 2025.
559 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.