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

Garton & Associates Financial 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 		$378K Buy
16,108
+4,461
+38% +$105K 0.85% 24
2026
Q1 		$272K Sell
11,647
-10,907
-48% -$257K 0.22% 86
2025
Q4 		$534K Buy
+22,554
New +$535K 0.3% 63

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

Garton & Associates Financial Advisors's SPHY Position: Q2 2026 in Review

Garton & Associates Financial Advisors increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 38% in Q2 2026, buying an estimated $105K and bringing the position to 16,108 shares worth $378K. The position accounts for 0.85% of the portfolio, ranked #24.

Garton & Associates Financial Advisors first reported a position in SPHY in Q4 2025 and has held it in 3 quarters since. The position peaked at $534K in Q4 2025. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Garton & Associates Financial Advisors held 16,108 shares of State Street SPDR Portfolio High Yield Bond ETF worth $378K as of Q2 2026.
  • Garton & Associates Financial Advisors bought 4,461 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $105K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.85% of Garton & Associates Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • Garton & Associates Financial 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.
  • Garton & Associates Financial Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $534K in Q4 2025.
  • 557 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.