Hegarty Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Hegarty 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	$320K	Buy	13,648 +235	+2%	+$5.51K	0.22%	51
2026 Q1	$313K	Buy	13,413 +153	+1%	+$3.61K	0.25%	50
2025 Q4	$314K	Buy	+13,260	New	+$314K	0.27%	46

Other funds holding SPHY

LPL Financial San Diego, California $445B AUM 25.58% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.34B AUM 25.19% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Hegarty Advisors's SPHY Position: Q2 2026 in Review

Hegarty Advisors increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 1.8% in Q2 2026, buying an estimated $5.51K and bringing the position to 13,648 shares worth $320K. The position accounts for 0.22% of the portfolio, ranked #51.

Hegarty Advisors first reported a position in SPHY in Q4 2025 and has held it in 3 quarters since. 380 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Hegarty Advisors held 13,648 shares of State Street SPDR Portfolio High Yield Bond ETF worth $320K as of Q2 2026.
Hegarty Advisors bought 235 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $5.51K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.22% of Hegarty Advisors's portfolio in Q2 2026, its #51 holding.
Hegarty 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.
380 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Hegarty Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.