Gladstone Institutional Advisory
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Gladstone Institutional Advisory’s State Street SPDR Portfolio High Yield Bond Index 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
Q3 		$2.47M Buy
109,537
+3,002
+3% +$69.6K 0.07% 276
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

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Kensington Asset Management
Kensington Asset Management Austin, Texas $8.1B AUM 2.35% 1-Year Est. Return
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance Helsinki, Finland $15.6B AUM 23.51% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance Espoo, Finland $8.42B AUM 29.33% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Gladstone Institutional Advisory's SPHY Position: Q3 2026 in Review

Gladstone Institutional Advisory increased its State Street SPDR Portfolio High Yield Bond Index ETF (SPHY) stake by 2.8% in Q3 2026, buying an estimated $69.6K and bringing the position to 109,537 shares worth $2.47M. The position accounts for 0.07% of the portfolio, ranked #276.

Gladstone Institutional Advisory first reported a position in SPHY in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.5M in Q2 2026. 506 funds tracked by Wall St. Rank hold SPHY as of Q3 2026.

  • Gladstone Institutional Advisory held 109,537 shares of State Street SPDR Portfolio High Yield Bond Index ETF worth $2.47M as of Q3 2026.
  • Gladstone Institutional Advisory bought 3,002 State Street SPDR Portfolio High Yield Bond Index ETF shares in Q3 2026, an estimated $69.6K.
  • State Street SPDR Portfolio High Yield Bond Index ETF made up 0.07% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #276 holding.
  • Gladstone Institutional Advisory first reported a position in State Street SPDR Portfolio High Yield Bond Index ETF in Q4 2022 and has held it in 16 quarters since.
  • Gladstone Institutional Advisory's State Street SPDR Portfolio High Yield Bond Index ETF position peaked at $2.5M in Q2 2026.
  • 506 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond Index ETF as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.