Great Valley Advisor Group’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Great Valley Advisor Group’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	$6.47M	Sell	275,908 -9,552	-3%	-$224K	0.1%	183
2026 Q1	$6.66M	Sell	285,460 -36,246	-11%	-$855K	0.12%	163
2025 Q4	$7.61M	Sell	321,706 -13,325	-4%	-$316K	0.15%	142
2025 Q3	$8.02M	Sell	335,031 -7,966	-2%	-$189K	0.16%	130
2025 Q2	$8.16M	Sell	342,997 -94,642	-22%	-$2.2M	0.18%	124
2025 Q1	$10.2M	Sell	437,639 -20,216	-4%	-$478K	0.22%	110
2024 Q4	$10.7M	Sell	457,855 -50,487	-10%	-$1.2M	0.24%	101
2024 Q3	$12.2M	Sell	508,342 -793,081	-61%	-$18.7M	0.3%	84
2024 Q2	$30.2M	Buy	1,301,423 +203,402	+19%	+$4.71M	0.85%	21
2024 Q1	$25.8M	Buy	1,098,021 +239,805	+28%	+$5.6M	0.78%	23
2023 Q4	$20.1M	Buy	+858,216	New	+$19.4M	0.7%	32

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

Great Valley Advisor Group's SPHY Position: Q2 2026 in Review

Great Valley Advisor Group reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 3.3% in Q2 2026, selling an estimated $224K and leaving 275,908 shares worth $6.47M. The position accounts for 0.1% of the portfolio, ranked #183.

Great Valley Advisor Group first reported a position in SPHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $30.2M in Q2 2024. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Great Valley Advisor Group held 275,908 shares of State Street SPDR Portfolio High Yield Bond ETF worth $6.47M as of Q2 2026.
Great Valley Advisor Group sold 9,552 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $224K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.1% of Great Valley Advisor Group's portfolio in Q2 2026, its #183 holding.
Great Valley Advisor Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2023 and has held it in 11 quarters since.
Great Valley Advisor Group's State Street SPDR Portfolio High Yield Bond ETF position peaked at $30.2M in Q2 2024.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.