Gallagher Fiduciary Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Gallagher Fiduciary 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	$554K	Buy	23,649 +156	+0.7%	+$3.65K	0.02%	175
2026 Q1	$548K	Sell	23,493 -524	-2%	-$12.4K	0.02%	145
2025 Q4	$568K	Buy	24,017 +494	+2%	+$11.7K	0.02%	161
2025 Q3	$563K	Buy	23,523 +43	+0.2%	+$1.02K	0.02%	143
2025 Q2	$559K	Sell	23,480 -1,754	-7%	-$40.8K	0.02%	164
2025 Q1	$591K	Buy	25,234 +415	+2%	+$9.81K	0.02%	138
2024 Q4	$583K	Buy	+24,819	New	+$589K	0.11%	119

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

Gallagher Fiduciary Advisors's SPHY Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 0.66% in Q2 2026, buying an estimated $3.65K and bringing the position to 23,649 shares worth $554K. The position accounts for 0.02% of the portfolio, ranked #175.

Gallagher Fiduciary Advisors first reported a position in SPHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $591K in Q1 2025. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Gallagher Fiduciary Advisors held 23,649 shares of State Street SPDR Portfolio High Yield Bond ETF worth $554K as of Q2 2026.
Gallagher Fiduciary Advisors bought 156 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $3.65K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #175 holding.
Gallagher Fiduciary Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
Gallagher Fiduciary Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $591K in Q1 2025.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

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