Financial Life Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Financial Life 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	$205K	Sell	8,727 -352,716	-98%	-$8.26M	0.06%	60
2026 Q1	$8.43M	Sell	361,443 -93,811	-21%	-$2.21M	2.63%	14
2025 Q4	$10.8M	Buy	455,254 +125,884	+38%	+$2.98M	3.32%	12
2025 Q3	$7.89M	Buy	329,370 +61,887	+23%	+$1.47M	2.53%	14
2025 Q2	$6.37M	Buy	267,483 +76,849	+40%	+$1.79M	2.18%	14
2025 Q1	$4.46M	Buy	+190,634	New	+$4.5M	1.66%	17

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

Financial Life Advisors's SPHY Position: Q2 2026 in Review

Financial Life Advisors reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 98% in Q2 2026, selling an estimated $8.26M and leaving 8,727 shares worth $205K. The position accounts for 0.06% of the portfolio, ranked #60.

Financial Life Advisors first reported a position in SPHY in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.8M in Q4 2025. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Financial Life Advisors held 8,727 shares of State Street SPDR Portfolio High Yield Bond ETF worth $205K as of Q2 2026.
Financial Life Advisors sold 352,716 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $8.26M.
State Street SPDR Portfolio High Yield Bond ETF made up 0.06% of Financial Life Advisors's portfolio in Q2 2026, its #60 holding.
Financial Life Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2025 and has held it in 6 quarters since.
Financial Life Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $10.8M in Q4 2025.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.