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Fortis Capital Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Fortis Capital 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 		$259K Buy
11,066
+727
+7% +$17K 0.03% 352
2026
Q1 		$241K Buy
10,339
+1,600
+18% +$37.8K 0.03% 331
2025
Q4 		$207K Buy
+8,739
New +$207K 0.03% 294

Other funds holding SPHY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.34B AUM 25.19% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Fortis Capital Advisors's SPHY Position: Q2 2026 in Review

Fortis Capital Advisors increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 7% in Q2 2026, buying an estimated $17K and bringing the position to 11,066 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #352.

Fortis Capital Advisors first reported a position in SPHY in Q4 2025 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Fortis Capital Advisors held 11,066 shares of State Street SPDR Portfolio High Yield Bond ETF worth $259K as of Q2 2026.
  • Fortis Capital Advisors bought 727 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $17K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.03% of Fortis Capital Advisors's portfolio in Q2 2026, its #352 holding.
  • Fortis Capital Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 348 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.