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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

EverSource Wealth Advisors's SPHY Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 81% in Q1 2026, selling an estimated $86K and leaving 876 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2491.

EverSource Wealth Advisors first reported a position in SPHY in Q4 2024 and has held it in 6 quarters since. The position peaked at $170K in Q2 2025. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

  • EverSource Wealth Advisors held 876 shares of State Street SPDR Portfolio High Yield Bond ETF worth $20.4K as of Q1 2026.
  • EverSource Wealth Advisors sold 3,646 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $86K.
  • State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2491 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 6 quarters since.
  • EverSource Wealth Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $170K in Q2 2025.
  • 525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.