Farther Finance Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Farther Finance 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	$14.9M	Buy	633,578 +58,056	+10%	+$1.36M	0.12%	152
2026 Q1	$13.4M	Buy	575,522 +130,331	+29%	+$3.08M	0.13%	140
2025 Q4	$10.5M	Buy	445,191 +5,452	+1%	+$129K	0.11%	160
2025 Q3	$10.5M	Sell	439,739 -919,192	-68%	-$21.8M	0.16%	111
2025 Q2	$32.3M	Buy	1,358,931 +500,938	+58%	+$11.7M	0.65%	21
2025 Q1	$20M	Buy	857,993 +153,923	+22%	+$3.64M	0.51%	31
2024 Q4	$16.5M	Buy	704,070 +272,892	+63%	+$6.47M	0.6%	30
2024 Q3	$10.4M	Buy	431,178 +158,959	+58%	+$3.75M	0.39%	46
2024 Q2	$6.27M	Buy	272,219 +80,943	+42%	+$1.88M	0.3%	64
2024 Q1	$4.44M	Buy	191,276 +47,540	+33%	+$1.11M	0.27%	73
2023 Q4	$3.36M	Buy	143,736 +90,044	+168%	+$2.03M	0.24%	82
2023 Q3	$1.2M	Buy	+53,692	New	+$1.22M	0.19%	100

Other funds holding SPHY

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

AAMC

Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Farther Finance Advisors's SPHY Position: Q2 2026 in Review

Farther Finance Advisors increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 10% in Q2 2026, buying an estimated $1.36M and bringing the position to 633,578 shares worth $14.9M. The position accounts for 0.12% of the portfolio, ranked #152.

Farther Finance Advisors first reported a position in SPHY in Q3 2023 and has held it in 12 quarters since. The position peaked at $32.3M in Q2 2025. 76 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Farther Finance Advisors held 633,578 shares of State Street SPDR Portfolio High Yield Bond ETF worth $14.9M as of Q2 2026.
Farther Finance Advisors bought 58,056 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $1.36M.
State Street SPDR Portfolio High Yield Bond ETF made up 0.12% of Farther Finance Advisors's portfolio in Q2 2026, its #152 holding.
Farther Finance Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2023 and has held it in 12 quarters since.
Farther Finance Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $32.3M in Q2 2025.
76 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.