GIA
SPHY icon

Gladstone Institutional Advisory’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Gladstone Institutional Advisory’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 		$2.5M Buy
106,535
+4,972
+5% +$116K 0.08% 251
2026
Q1 		$2.37M Buy
101,563
+23,039
+29% +$544K 0.09% 238
2025
Q4 		$1.86M Sell
78,524
-2,560
-3% -$60.7K 0.07% 264
2025
Q3 		$1.94M Buy
81,084
+69,386
+593% +$1.65M 0.07% 252
2025
Q2 		$278K Buy
11,698
+891
+8% +$20.7K 0.01% 624
2025
Q1 		$253K Sell
10,807
-814
-7% -$19.2K 0.01% 629
2024
Q4 		$273K Sell
11,621
-792
-6% -$18.8K 0.01% 617
2024
Q3 		$299K Sell
12,413
-400
-3% -$9.44K 0.01% 573
2024
Q2 		$298K Buy
12,813
+217
+2% +$5.03K 0.02% 544
2024
Q1 		$296K Sell
12,596
-1,617
-11% -$37.7K 0.02% 534
2023
Q4 		$332K Sell
14,213
-100
-0.7% -$2.26K 0.02% 500
2023
Q3 		$321K Hold
14,313
– – 0.02% 475
2023
Q2 		$327K Sell
14,313
-318
-2% -$7.22K 0.02% 506
2023
Q1 		$336K Buy
14,631
+51
+0.3% +$1.16K 0.02% 493
2022
Q4 		$326K Buy
+14,580
New +$326K 0.02% 485

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

Gladstone Institutional Advisory's SPHY Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 4.9% in Q2 2026, buying an estimated $116K and bringing the position to 106,535 shares worth $2.5M. The position accounts for 0.08% of the portfolio, ranked #251.

Gladstone Institutional Advisory first reported a position in SPHY in Q4 2022 and has held it in 15 quarters since. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Gladstone Institutional Advisory held 106,535 shares of State Street SPDR Portfolio High Yield Bond ETF worth $2.5M as of Q2 2026.
  • Gladstone Institutional Advisory bought 4,972 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $116K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.08% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #251 holding.
  • Gladstone Institutional Advisory first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.