Harbor Investment Advisory’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Harbor Investment 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 Q1	–	Sell	-8	Closed	-$189	–	1351
2025 Q4	$189	Hold	8	–	–	﹤0.01%	1204
2025 Q3	$192	Buy	8 +1	+14%	+$24	﹤0.01%	1160
2025 Q2	$167	Sell	7 -1,037	-99%	-$24.1K	﹤0.01%	1156
2025 Q1	$24.4K	Buy	+1,044	New	+$24.7K	﹤0.01%	740

Other funds holding SPHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Harbor Investment Advisory's SPHY Position: Q1 2026 in Review

Harbor Investment Advisory sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2026, closing a stake of 8 shares — an estimated $189 sold.

Harbor Investment Advisory first reported a position in SPHY in Q1 2025 and held it in 4 quarters. The position peaked at $24.4K in Q1 2025. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

Harbor Investment Advisory reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
Harbor Investment Advisory sold 8 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $189.
Harbor Investment Advisory first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2025 and held it in 4 quarters.
Harbor Investment Advisory's State Street SPDR Portfolio High Yield Bond ETF position peaked at $24.4K in Q1 2025.
525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Harbor Investment Advisory's 13F filing for Q1 2026, filed 23 Apr 2026.