FIA
SPHY icon

Foundations Investment Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Foundations Investment 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 		$13.6M Buy
579,909
+202,910
+54% +$4.75M 0.14% 148
2026
Q1 		$8.79M Buy
376,999
+117,441
+45% +$2.77M 0.11% 165
2025
Q4 		$6.14M Buy
259,558
+85,915
+49% +$2.04M 0.08% 191
2025
Q3 		$4.16M Buy
173,643
+62,370
+56% +$1.48M 0.06% 233
2025
Q2 		$2.65M Buy
111,273
+27,726
+33% +$645K 0.04% 271
2025
Q1 		$1.96M Sell
83,547
-25,733
-24% -$608K 0.04% 297
2024
Q4 		$2.56M Sell
109,280
-2,840
-3% -$67.4K 0.05% 251
2024
Q3 		$2.7M Buy
112,120
+95,557
+577% +$2.25M 0.06% 231
2024
Q2 		$385K Buy
+16,563
New +$384K 0.01% 552
2022
Q3 		– Sell
-10,692
Closed -$240K – 436
2022
Q2 		$240K Hold
10,692
– – 0.01% 336
2022
Q1 		$263K Sell
10,692
-28
-0.3% -$716 0.01% 302
2021
Q4 		$283K Sell
10,720
-847
-7% -$22.5K 0.01% 288
2021
Q3 		$308K Sell
11,567
-65
-0.6% -$1.74K 0.01% 245
2021
Q2 		$313K Buy
11,632
+385
+3% +$10.3K 0.02% 229
2021
Q1 		$299K Buy
11,247
+707
+7% +$18.7K 0.02% 181
2020
Q4 		$280K Buy
10,540
+148
+1% +$3.83K 0.02% 150
2020
Q3 		$261K Buy
+10,392
New +$263K 0.06% 146

Other funds holding SPHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Neuberger Berman Group
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

Foundations Investment Advisors's SPHY Position: Q2 2026 in Review

Foundations Investment Advisors increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 54% in Q2 2026, buying an estimated $4.75M and bringing the position to 579,909 shares worth $13.6M. The position accounts for 0.14% of the portfolio, ranked #148.

Foundations Investment Advisors first reported a position in SPHY in Q3 2020 and has held it in 17 quarters since. 559 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Foundations Investment Advisors held 579,909 shares of State Street SPDR Portfolio High Yield Bond ETF worth $13.6M as of Q2 2026.
  • Foundations Investment Advisors bought 202,910 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $4.75M.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.14% of Foundations Investment Advisors's portfolio in Q2 2026, its #148 holding.
  • Foundations Investment Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2020 and has held it in 17 quarters since.
  • 559 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.